Kaitlin Theobald
Sherrill & Hutchins · Atlanta, Georgia
Kaitlin Theobald is a fee-only financial advisor at Sherrill & Hutchins in Atlanta, Georgia, who holds the CFP credential. Kaitlin focuses on retirement planning, tax planning and estate & legacy planning. Sherrill & Hutchins reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Sherrill & Hutchins |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $623.7M across 1,317 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7015222 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | sherrillandhutchins.com |
How Kaitlin's firm compares
- Sherrill & Hutchins's average account is about $474,000, from its Form ADV (assets managed divided by 1,317 accounts).
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Questions about Kaitlin
Is Kaitlin Theobald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaitlin holds no broker registration, and Sherrill & Hutchins reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaitlin charge for financial advice?
Kaitlin's firm, Sherrill & Hutchins, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Kaitlin charge?
According to Sherrill & Hutchins's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Kaitlin Theobald based?
Kaitlin Theobald is based in Atlanta, Georgia.
What does Kaitlin specialize in?
Kaitlin's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Kaitlin Theobald hold?
Kaitlin Theobald holds the CFP credential.
Is Kaitlin Theobald registered with the SEC?
Yes. Kaitlin Theobald is registered as an investment adviser representative in GA (CRD 7015222), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sherrill & Hutchins manage?
Sherrill & Hutchins reports $623.7M across 1,317 accounts in assets under management.
How do I contact Kaitlin Theobald?
Through Kaitlin's website, sherrillandhutchins.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
- Sherrill & Hutchins 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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