Advisor at Sherman Wealth Solutions LLC
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Firm
Sherman Wealth Solutions LLC
Location
Charlotte, NC 28204
Credentials
CFP®, Series 63, Series 66
Industry experience
11 years
Michael Sherman is a CFP® professional with 11 years of industry experience, currently serving as the sole advisor at Sherman Wealth Solutions LLC in Charlotte, NC. His background includes roles in financial services, tax preparation, and insurance through various entities he owns and operates. Sherman also acts as a court-appointed administrator for the estates of two relatives. Sherman Wealth Solutions advises individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans, providing investment management, tiered financial planning, and retirement plan advisory services. The firm offers customized portfolio construction using ETFs, mutual funds, stocks, and bonds, and provides formal retirement-plan consulting in an ERISA fiduciary capacity, supported by affiliated tax and insurance services.
Based on Sherman Wealth Solutions LLC
Up to $20,000 per engagement for financial planning services
0.40% to 1.50% annually (negotiable, based on scope, complexity, asset level, and relationship)
Up to $500 per hour for financial planning services
Fee-only: Investment advisory fees only; no commissions or other product-based compensation
301 S Mcdowell Street, Suite 130 A
Charlotte, NC 28204
North Carolina
Sherman Insurance Solutions LLC
2023 - Present (3 years)
Sherman Tax Solutions LLC
2022 - Present (4 years)
Sherman Wealth Solutions LLC
2022 - Present (4 years)
Vineyard Wealth LLC d/b/a Vineyard Financial Partners
2021 - 2023 (2 years)
Vineyard Accounting, LLC
2021 - 2022 (1 year)
Vineyard Tax LLC
2021 - 2022 (1 year)
Vineyard Insurance LLC
2021 - 2022 (1 year)
Brumley Robinson & Associates CPAs PLLC
2020 - 2023 (3 years)
Sherman Wealth Consulting
2018 - 2022 (4 years)
Michael J.. Sherman, CPA, PLLC
2017 - 2021 (4 years)
Chuck H. Maness, CPA P.C.
2016 - 2017 (1 year)
Raymond James Financial Services, inc.
2016 - 2021 (5 years)
Raymond James Financial Services Advisors Inc.
2016 - 2021 (5 years)
Raymond James Financial Services, inc.
2016 - 2016 (1 year)
Traust Sollus Wealth Management
2014 - 2016 (2 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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