Stephanie Scherr
SM Scherr Financial · Houston, Texas
Stephanie Scherr is a fee-only financial advisor at SM Scherr Financial in Houston, Texas, who holds the CFP credential. SM Scherr Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | SM Scherr Financial |
|---|---|
| Based in | Houston, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $108.7M across 117 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1555608 |
| Exams passed | Series 63 (1986) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Stephanie's firm compares
- SM Scherr Financial's average account is about $929,000, from its Form ADV (assets managed divided by 117 accounts).
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Questions about Stephanie
Is Stephanie Scherr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and SM Scherr Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, SM Scherr Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Scherr based?
Stephanie Scherr is based in Houston, Texas.
What credentials does Stephanie Scherr hold?
Stephanie Scherr holds the CFP credential.
Is Stephanie Scherr registered with the SEC?
Yes. Stephanie Scherr is registered as an investment adviser representative in TX (CRD 1555608), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SM Scherr Financial manage?
SM Scherr Financial reports $108.7M across 117 accounts in assets under management.
How do I contact Stephanie Scherr?
Contact details aren't on file yet. Search for SM Scherr Financial.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Houston
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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