Financial Advisors
Chapel Hill, NC
Sherman Financial is an independent fee-only financial planning firm based in Chapel Hill that provides tailored financial advice on an hourly basis with no minimums. Founded on fiduciary principles, they serve clients across the United States and Americans living abroad, offering comprehensive financial planning without commissions, sales fees, or asset-under-management charges. Their approach focuses solely on client needs and helping individuals reach their financial goals through transparent, fair pricing.
Ideal for: Individual investors seeking transparent advice, retirees planning income strategies, self-employed professionals, expats and Americans living abroad
Service area: Chapel Hill, NC and nationwide (including international clients)
Fee-Only Model: No commissions, sales fees, AUM pricing, or kickbacks — clients pay only for the advice they receive at an hourly rate.
No Minimums: Accessible hourly financial planning without account minimums, making professional advice available to clients at any asset level.
Independent & Fiduciary: As an independent firm with no corporate affiliations, Sherman Financial operates under fiduciary standards to prioritize client interests above all else.
Address: 136 E Rosemary St #100, Chapel Hill, NC 27514
Phone: (910) 696-1356
Website: shermanfp.com
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