# Edward Sherr

> Edward Sherr is a fee-only financial advisor at Carl P. Sherr & in Worcester, Massachusetts. Carl P. Sherr & reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/edward-sherr/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Carl P. Sherr &
- **Based in:** Worcester, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $505.4M across 831 accounts
- **CRD:** 1919845 (https://adviserinfo.sec.gov/individual/summary/1919845)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1989), Series 66 (2006)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://carlpsherr.com/

## Frequently asked questions

### Is Edward Sherr a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Carl P. Sherr & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Edward charge for financial advice?

Edward's firm, Carl P. Sherr &, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Edward Sherr based?

Edward Sherr is based in Worcester, Massachusetts.

### Is Edward Sherr registered with the SEC?

Yes. Edward Sherr is registered as an investment adviser representative in MA and TX (CRD 1919845), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Carl P. Sherr & manage?

Carl P. Sherr & reports $505.4M across 831 accounts in assets under management.

### How do I contact Edward Sherr?

Through Edward's website, carlpsherr.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1919845): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.