Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > dallas > SCHERER FINANCIAL ADVISORY SERVICES, LLC
SCHERER FINANCIAL ADVISORY SERVICES, LLC
16250 Knoll Trail Drive
Suite 207
Dallas, Texas 75248
Tel: 972-267-9655
About SCHERER FINANCIAL ADVISORY SERVICES, LLC
SCHERER FINANCIAL ADVISORY SERVICES, LLC, formally registered with the SEC as SCHERER FINANCIAL ADVISORY SERVICES, LLC. The firm was established in 12/06/2021. They have over 1 offices throughout the country.
SCHERER FINANCIAL ADVISORY SERVICES, LLC is a Dallas, Texas based Financial Planning firm with nearly $127,339,660 assets under management, offering retirement planning & investment advisory services to 159 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317435 |
| SEC# | 801-122809 |
| Assets Managed by Firm | $127,339,660 |
| No. of Clients | 159 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Commission Based
- Other (THIRD PARTY MONEY MANAGERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 159 | $127,339,660 |
| Individuals (other than high net worth individuals) | 124 | $34,740,947 |
| High net worth individuals | 35 | $92,598,713 |
More Retirement Planning firms in Dallas, Texas:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
Explore More Retirement Advisors in Dallas, Texas