Andrew Sherman
Bankschannel Advisors · Roanoke, Virginia
Andrew Sherman is a fee-only financial advisor at Bankschannel Advisors in Roanoke, Virginia. Bankschannel Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Bankschannel Advisors |
|---|---|
| Based in | Roanoke, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $13.2M across 35 accounts |
| SEC registration | Investment adviser representative in VA · CRD 5974363 |
| Exams passed | Series 65 (2011) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.bankschanneladvisors.com |
| Profile |
How Andrew's firm compares
- Bankschannel Advisors's average account is about $376,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Andrew
Is Andrew Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Bankschannel Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, Bankschannel Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Sherman based?
Andrew Sherman is based in Roanoke, Virginia.
Is Andrew Sherman registered with the SEC?
Yes. Andrew Sherman is registered as an investment adviser representative in VA (CRD 5974363), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bankschannel Advisors manage?
Bankschannel Advisors reports $13.2M across 35 accounts in assets under management.
How do I contact Andrew Sherman?
Through Andrew's website, www.bankschanneladvisors.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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