Christopher Sherman
Sherman Financial · Chapel Hill, North Carolina
Christopher Sherman is a fee-only financial advisor at Sherman Financial in Chapel Hill, North Carolina. Christopher charges hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $1,590 a year and $265 an hour) and focuses on retirement planning, estate & legacy planning and divorce financial planning.
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Specialties
Facts
| Firm | Sherman Financial |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model | Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $1,590 a year · $265 an hour · No asset minimum |
| SEC registration | Investment adviser representative in NC · CRD 6696629 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.shermanfp.com |
| Profile |
How Christopher's firm compares
- Ongoing planning starts at $1,590 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- The hourly rate is $265, in line with the North Carolina median of $250 for fee-only firms that publish prices.
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Questions about Christopher
Is Christopher Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Christopher holds no broker registration, and Sherman Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Christopher charge for financial advice?
Christopher charges hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Christopher charge?
According to Sherman Financial's website, checked October 30, 2026: ongoing planning from $1,590 a year; $265 an hour; no asset minimum.
Where is Christopher Sherman based?
Christopher Sherman is based in Chapel Hill, North Carolina.
What does Christopher specialize in?
Christopher's specialties include retirement planning, estate & legacy planning and divorce financial planning.
Is Christopher Sherman registered with the SEC?
Yes. Christopher Sherman is registered as an investment adviser representative in NC (CRD 6696629), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Christopher Sherman?
Through Christopher's website, www.shermanfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sherman Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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