Scherrer Financial Services

Overview

Scherrer Financial Services is a single-advisor independent registered investment adviser operating as a sole proprietorship and focused on individual and family clients. The firm combines financial planning and discretionary portfolio management with insurance brokerage, which informs its product mix and client solutions. Investment activity is equity-centered: the firm favors exchange-traded equities for core allocations, while supplementing portfolios with insurance-based solutions and select third‑party alternative managers when appropriate. Scherrer Financial Services does not position itself as an ESG investor and operates across a single state footprint. Fee arrangements include both a percentage-of-AUM component and fixed fees, enabling the adviser to deliver planning and ongoing portfolio oversight alongside insurance placement. Typical client engagements reflect small, relationship-driven advisory relationships and tailored plans for individuals and small-business owners.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices