Firm
Carl P. Sherr &
Worcester, Massachusetts
Fee-only
Carl P. Sherr & at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 5 employees and 287 individual clients, 187 of them high net worth.
- Its average account is about $608,000 (assets it manages divided by its 831 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Worcester, Massachusetts |
|---|---|
| Website | carlpsherr.com |
| Phone | (508) 791-7126 |
Carl P. Sherr & fees
Carl P. Sherr & doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $505 million |
| Individual clients | 100 |
| High-net-worth clients | 187 |
| Accounts managed | 831 |
| Employees | 5 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-66673) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 3394 |