Sheer Empowerment Financial, LLC fees and pricing
Financial planner in Thornton, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 25, 2026, Sheer Empowerment Financial, LLC charges $300 an hour, a flat or project fee of $1,250, and a quarterly fee of $650-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In limited circumstances, SEF may provide additional consulting services at an hourly rate of $300 per hour.”
- Flat or project fee
- $1,250
“Fees for Financial Plan Refresh engagements generally begin at $1,250 and are determined based on the scope of the review and updates required.”
- Quarterly fee
- $650-$1,000/qtr
“Ongoing planning fees generally range from $650 to $1,000 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sheer Empowerment Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are determined based on the scope and complexity of the engagement and are agreed upon in advance. 7 Initial Financial Planning Engagement SEF provides both focused financial project and comprehensive financial planning engagements.”
- “In the event of early termination, any prepaid but unearned fees will be refunded on a prorated basis, and any completed deliverables will be provided.”
- “The specific fee will be agreed upon in advance and documented in the Client Agreement.”
How Sheer Empowerment Financial, LLC’s fees compare
- Its hourly rate of $300 is above the New Hampshire median of $275. 54% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- Its flat or project fee of $1,250 is below the New Hampshire median of $5,400. 11% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Sheer Empowerment Financial, LLC
- Principal: Matthew Sheers
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321200
- Phone
- (845) 527-9062
Can advise clients in 2 states: Maine, New Hampshire
Other planners in New Hampshire that publish fees
- Applied Capital Management, LLCLondonderry$350/hr
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Aurelius Family Office, LLCBedford$2,000-$10,000
- Axiom Advisors, LLCBedford$200-$625/hr, $600-$25,000
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.