PlannerFees

Sherrill & Hutchins Financial Advisory Inc fees and pricing

Financial planner in Atlanta, Georgia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 26, 2026, Sherrill & Hutchins Financial Advisory Inc charges $350 an hour and a flat or project fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“In some cases, the fee may be higher, or we may charge an hourly rate of $350.”
Flat or project fee
$2,500
“Page 7 Financial Planning Fees When we provide financial planning services on a stand-alone basis, our planning fee is typically $2,500 for the initial plan.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sherrill & Hutchins Financial Advisory Inc bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are generally payable quarterly, in advance based on a percentage of assets under management, and calculated based on the average daily balance of the client’s investment accounts for the previous calendar quarter.”
  • “Fees for a partial quarter at the commencement of an agreement will be prorated based on the number of days the account was managed during the applicable quarter.”
  • “In the event of termination, any paid but unearned fees will be promptly refunded to you based on the number of days that the account was managed, and any fees due to us from you will be invoiced or deducted from your account prior to termination.”

How Sherrill & Hutchins Financial Advisory Inc’s fees compare

  • Its hourly rate of $350 is above the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 27 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its flat or project fee of $2,500 is below the Georgia median of $5,000. 28% of the 152 other Georgia planners that publish a flat or project fee charge less.
  • 5 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About Sherrill & Hutchins Financial Advisory Inc

“General Information Sherrill & Hutchins Financial Advisory, Inc. (“SHFA” or “we”) was formed in 1984 and provides financial planning, investment management, retirement plan advisory services and estate distribution services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 9 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 1984 (42 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Insurance analysis

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.45% a year
Minimum
$1,000,000 in assets (stated in brochure)
Clients
409
Employees
9
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
Assets managed
$623,701,821
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
105302
Website
sherrillandhutchins.com (opens in new tab)
Phone
(770) 395-9797

Can advise clients in 8 states: Alabama, Florida, Georgia, North Carolina, Nebraska, South Carolina, Tennessee, Texas

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