SCHERER FINANCIAL ADVISORY SERVICES, LLC

Overview

Scherer Financial Advisory Services, LLC is an independent registered investment adviser structured as an LLC and SEC-registered since 2021. Ownership is individual, and the firm serves primarily individual and family clients. Its core advisory work centers on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm also conducts ancillary activities as an insurance broker and holds accountant affiliations, which informs its use of insurance products alongside investment advice. The firm charges for services via a combination of percentage-of-AUM fees, hourly billing, and commissions, reflecting a mixed revenue model that accommodates both ongoing asset management relationships and one-off planning or insurance engagements. Scherer Financial identifies as not being an active ESG investor, is not positioned as a capital allocator, and does not operate as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives