Donald Nalls
The Nalls Sherbakoff Group · Knoxville, Tennessee
Donald Nalls is a fee-only financial advisor at The Nalls Sherbakoff Group in Knoxville, Tennessee, who holds the CFP credential. The Nalls Sherbakoff Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Nalls Sherbakoff Group |
|---|---|
| Based in | Knoxville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $337.1M across 746 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TN · CRD 2262062 |
| Exams passed | Series 63 (1992) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.nallssherbakoff.com |
| Profile |
How Donald's firm compares
- The Nalls Sherbakoff Group's average account is about $452,000, from its Form ADV (assets managed divided by 746 accounts).
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Questions about Donald
Is Donald Nalls a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and The Nalls Sherbakoff Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, The Nalls Sherbakoff Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Nalls based?
Donald Nalls is based in Knoxville, Tennessee.
What credentials does Donald Nalls hold?
Donald Nalls holds the CFP credential.
Is Donald Nalls registered with the SEC?
Yes. Donald Nalls is registered as an investment adviser representative in LA and TN (CRD 2262062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Nalls Sherbakoff Group manage?
The Nalls Sherbakoff Group reports $337.1M across 746 accounts in assets under management.
How do I contact Donald Nalls?
Through Donald's website, www.nallssherbakoff.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
- 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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