Aaron Sherman
Odyssey Group Wealth Advisors · Lancaster, Pennsylvania
Aaron Sherman is a fee-only financial advisor at Odyssey Group Wealth Advisors in Lancaster, Pennsylvania, who holds the CFP credential. Odyssey Group Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Odyssey Group Wealth Advisors |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $420.9M across 760 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6510348 |
| Exams passed | Series 66 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ogwa.com |
| Profile |
How Aaron's firm compares
- Odyssey Group Wealth Advisors's average account is about $554,000, from its Form ADV (assets managed divided by 760 accounts).
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Questions about Aaron
Is Aaron Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Odyssey Group Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aaron charge for financial advice?
Aaron's firm, Odyssey Group Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Aaron Sherman based?
Aaron Sherman is based in Lancaster, Pennsylvania.
What credentials does Aaron Sherman hold?
Aaron Sherman holds the CFP credential.
Is Aaron Sherman registered with the SEC?
Yes. Aaron Sherman is registered as an investment adviser representative in PA (CRD 6510348), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Odyssey Group Wealth Advisors manage?
Odyssey Group Wealth Advisors reports $420.9M across 760 accounts in assets under management.
How do I contact Aaron Sherman?
Through Aaron's website, www.ogwa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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