Sherman Financial & Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,796,216
Total clients
28
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$242,722
About
Sherman Financial & Wealth Management provides tailored investment management and comprehensive financial planning to individuals, families, high‑net‑worth clients and select charitable organizations. Services include ongoing portfolio supervision, project‑based planning, a Personal CFO retainer, and oversight of retirement participant accounts using a third‑party platform for held‑away assets.
The firm develops individualized investment policies and blends passive, low‑cost allocations with active dividend‑focused equity selections, employing fundamental, technical, cyclical and charting analyses as part of its research. Client portfolios are managed on a discretionary basis with regular monitoring and rebalancing, and planning engagements can be delivered as fixed‑fee projects or ongoing retainers.
Noteworthy distinctions include its explicit work with charitable organizations and a program of educational seminars and speaking engagements (sometimes offered pro‑bono), both of which are less common among peer independent advisers. The firm also uses third‑party technology to manage participant accounts without assuming custody and provides a range of planning options from QuickStart engagements to an annual retainer.
Client services
Expertise
Fee options
Project-based financial planning fixed fees ranging from $2,000 to $4,000 depending on complexity. QuickStart Plan fixed fee of $999.
$100,000 - $1,000,000: 1.0% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%
Comprehensive Financial Planning ongoing annual retainer fee of $2,000 paid monthly ($167) or quarterly ($500), negotiable.
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 for any new on-going client (excluding QuickStart Plan). Flat $1,000 annual fee for clients with less than $100,000 AUM. Fee-only: Comprehensive Financial Planning: $500 upfront plus $2,000 annual retainer paid monthly or quarterly. Fixed fee financial planning: $2,000 to $4,000 depending on complexity. QuickStart Plan fixed fee: $999.
Main office location
Sherman Financial & Wealth Management
1410 Elfe Street
Daniel Island SC 29492, United States
Number of offices
2
Most active in
South Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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