SCHERER FINANCIAL ADVISORY SERVICES, LLC
SEC RegisteredPersonalized planning for your financial goals
About the firm
Scherer Financial provides personalized financial planning based on individual goals, time frames, and risk tolerance. Rather than offering off-the-shelf investment programs, the firm offers a combination of financial services, support, and guidance tailored to each client. The firm is affiliated with Raymond James, established in 1962.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial planning, wealth management, and investment services tailored to individual goals, time frames, and risk tolerance.
Who they serve
Business owners and entrepreneurs, families, and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 119 | $26M |
| High Net Worth Individuals | 59 | $133M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Assets under $1M | 1.50% |
| Assets from $1M-$1.99M | 1.25% |
| Assets from $2M-$3.99M | 1.00% |
| Assets from $4M or more | 0.80% |
Data as of April 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SCHERER FINANCIAL ADVISORY SERVICES, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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