Sherman Financial fees and pricing
Financial planner in Chapel Hill, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Sherman Financial charges $265 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $265/hr
“The firm charges a set rate of $265 per hour for hourly services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sherman Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients are billed monthly based on actual hours accrued.”
- “This fee ranges from $1,000 per client to $10,000 per client depending upon the complexity of the situation and are billed monthly.”
- “These fees are negotiable based on the size of the planning need.”
How Sherman Financial’s fees compare
- Its hourly rate of $265 is below the North Carolina median of $300. 44% of the 177 other North Carolina planners that publish an hourly rate charge less.
- 2 of the 11 other planners in Chapel Hill that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Sherman Financial
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2016 (10 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 40
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 285007
- Phone
- (919) 923-2337
Other planners in Chapel Hill that publish fees
- Absher Wealth Management, LLCChapel Hill$20,000
- Amphora Wealth Management, LLCChapel Hill$50-$800/hr, $10,000-$50,000
- Bolin Creek Wealth Advisors LLCChapel Hill$335/hr, $7,500-$50,000/yr
- CH Capital ManagementChapel Hill$250/hr, $5,000
- Frazier Financial Consultants, LLCChapel Hill$300/hr
- Hilltop Wealth Advisors, LLCChapel Hill$5,000-$50,000
Is something on this page wrong or out of date?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.