Question 1

What does it mean to their advisory clients, that Scharf Group works as a financial fiduciary?

Accepted Answer

Glenn Scharf and all Scharf Group financial advisors are Certified Financial Fiduciaries®, which means recommendations are made in your best interest and follow the CFF Code of Conduct. You can read each of those commitments on our financial fiduciaries page.

Question 2

What does working with Scharf Group cost?

Accepted Answer

Our fees are published. A Financial Coaching Discovery Session is $485.00 for a 90-minute meeting, Financial Coaching packages run $389–$889 with a four-month minimum, and ongoing financial coaching for investment management clients is $149 per month. A written financial plan ranges from $1,500 to $7,500, and hourly financial planning is $200 per hour billed in 15-minute increments. Portfolio management is offered on a flat fee or fee-based basis.

Question 3

Do I need a large portfolio to work with you?

Accepted Answer

No. Financial planning is not just for high net worth clients. We work with people at many different stages, from those just getting organized to those preparing to retire.

Question 4

Where are you located, and can we meet virtually?

Accepted Answer

We're headquartered in Sarasota, Florida, with offices in Gilbertsville and Wayne, Pennsylvania — and we advise clients across the country by Zoom.

Question 5

What services do you offer?

Accepted Answer

Financial coaching, financial planning, and investment management. Each begins with understanding your situation before any recommendation is made.

Question 6

What happens in the first conversation?

Accepted Answer

The first meeting is about you, not a product. We listen to what you are navigating, explain how we work and what it costs, and only then talk about next steps.

Question 7

Who holds my accounts?

Accepted Answer

Securities and advisory services are offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. You can check the background of investment professionals associated with this site on FINRA's BrokerCheck.

Question 8

How do I get started?

Accepted Answer

Schedule an appointment online and we will set up an introductory conversation at the office nearest you or over Zoom.

The questions we hear most.

How can we make a difference in your life?