Advisor at Sherwood Wealth Management
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Firm
Sherwood Wealth Management
Location
Basalt, CO 81621
Credentials
CFP®, CFA®
Industry experience
12 years
Brian Littlejohn is a CFP® and CFA® credentialed financial advisor with 12 years of industry experience. He is the sole advisor at Sherwood Wealth Management, an independent firm based in Basalt, Colorado. His prior work includes roles at Opus Financial Solutions LLC and Sherwood Investment Management LLC. Sherwood Wealth Management serves a selective group of individual clients, providing comprehensive financial planning, investment consultation, and discretionary portfolio management. The firm employs a documented, disciplined process that incorporates fundamental, technical, and cyclical analysis to build diversified portfolios tailored to client risk tolerances.
Based on Sherwood Wealth Management
Flat fee possible with prior approval, typically for financial planning services; deposit of $500 or half estimated fee initiates engagement
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
$400 per hour billed in 15-minute increments
Account minimum: $1,000,000 Fee-only: Financial planning services charged at $400 per hour
310 Market St
Basalt, CO 81621
Colorado
Opus Financial Solutions LLC
2024 - Present (2 years)
Sherwood Investment Management LLC
2014 - Present (12 years)
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Is not active or affiliated with:
Insurance agent
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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