Firm
Sherman Financial
Chapel Hill, North Carolina
Fee-only
Sherman Financial at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 1 employee and 40 individual clients, 19 of them high net worth.
- Its ongoing planning fee starts at $1,590 a year, below the North Carolina median of $4,500.
- Its hourly rate of $265 is in line with the North Carolina median of $250.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Chapel Hill, North Carolina |
|---|---|
| Website | shermanfp.com |
| [email protected] | |
| Phone | (919) 923-2337 |
Sherman Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,590 a year |
|---|---|
| Hourly | $265 an hour |
| Account minimum | None |
| How it charges | Hourly · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$1,590 per person / $3,180 per couple" source
"$265 per hour" source
"No Account Minimums" source
"We charge the same way your doctor or attorney does: for time and expertise." source
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 | Hourly |
|---|---|
| Individual clients | 21 |
| High-net-worth clients | 19 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 285007 |