Sherman Financial
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Flat and Fair Pricing

I believe financial planning compensation should be flat fee, just like any other professional service. As such my rates are as follows:
  • Hourly financial planning and business consulting: $250 per hour, on-going planning starts at $1,500 per person, $3,000 per couple.  I do not charge AUM fees, receive commissions, or have any other compensation.
  • Business accounting setup: based on complexity. Most owner-operator business setups are $1,500 including three meetings with accounting-based training.
 © 2023 Sherman Financial, LLC
Disclaimer: 
Information on this website and blog do not involve the rendering of personalized investment advice. A professional advisor should be consulted before implementing any of the options presented. No content should be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.
  • Services
    • Financial Planning
    • Small Business
    • Pricing
    • Resources
  • About
    • Bio
    • Philospohy
  • Contact
  • Articles