# Sherr Financial Associates

> Sherr Financial Associates is a state-registered investment advisory firm in Danvers, MA, registered since 1994, with no regulatory assets under management reported in its Form ADV filing dated July 24, 2026.

- CRD: 128589
- Filed as: SHERR FINANCIAL ASSOCIATES
- Legal name: Robert Stephen Sherr
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Danvers, MA
- Filing period: October 2026
- Form ADV filing dated: July 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128589
- AdvisorCensus page: https://advisorcensus.com/firm/sherr-financial-associates-danvers-ma-128589

## Quick answers

**How is Sherr Financial Associates compensated?**
On its Form ADV (Item 5.E, October 2026), Sherr Financial Associates reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); commissions. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sherr Financial Associates located?**
Sherr Financial Associates' principal office is in Danvers, MA, according to its Form ADV.

**Is Sherr Financial Associates registered with the SEC or a state?**
Sherr Financial Associates is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 128589.

**Does Sherr Financial Associates report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128589

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sherrfinancial.com
- LinkedIn @robert-sherr-a1aa7a3a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherr Financial Associates (CRD 128589): Form ADV filing data as of October 2026.