Damon Bremer
Sherman Financial · Chapel Hill, North Carolina
Damon Bremer is a fee-only financial advisor at Sherman Financial in Chapel Hill, North Carolina. Damon 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 8362461 |
| Exams passed | Series 65 (2026) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.shermanfp.com |
How Damon'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 Damon
Is Damon Bremer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Damon 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 Damon charge for financial advice?
Damon charges hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Damon 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 Damon Bremer based?
Damon Bremer is based in Chapel Hill, North Carolina.
What does Damon specialize in?
Damon's specialties include retirement planning, estate & legacy planning and divorce financial planning.
Is Damon Bremer registered with the SEC?
Yes. Damon Bremer is registered as an investment adviser representative in NC (CRD 8362461), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Damon Bremer?
Through Damon'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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