Sherrill & Hutchins Financial Advisory Inc
SEC RegisteredAbout the firm
Sherrill & Hutchins is an independent, fee-only boutique firm founded in 1984 by brothers-in-law Tom Sherrill and Rick Hutchins. The firm remains committed to serving clients through long-term relationships and has transitioned to a next generation of owners. It stays intentionally small in order to best serve clients, with each client having direct access to their advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning including cash flow and net worth analysis, retirement savings and income planning, investment planning and management, tax analysis, and estate planning.
Who they serve
Working professionals actively accumulating an investment portfolio, with current minimums of $1M of investable assets; also open to clients looking to retire or who have already retired.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 203 | $109M |
| High Net Worth Individuals | 206 | $499M |
7 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $4,000,000 | 0.75% |
| Balance over $5,000,000 | 0.50% |
Data as of March 4, 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. Sherrill & Hutchins Financial Advisory Inc 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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