# Bradley Sherman

> Bradley Sherman is a fee-only financial advisor at Sherman Wealth in Gaithersburg, Maryland. Bradley focuses on equity compensation, estate & legacy planning and tax planning. Sherman Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bradley-sherman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sherman Wealth
- **Based in:** Gaithersburg, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $160.3M across 399 accounts
- **Specialties:** Equity compensation, Estate & legacy planning, Tax planning, Retirement planning, Student loans
- **Works with:** Founders, Early-career professionals, Mid-life transitions
- **CRD:** 5908754 (https://adviserinfo.sec.gov/individual/summary/5908754)
- **SEC registration:** Investment adviser representative in CO, FL, MD, TX
- **Exams passed:** Series 66 (2011)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.shermanwealth.com

## Frequently asked questions

### Is Bradley Sherman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Bradley holds no broker registration, and Sherman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Bradley charge for financial advice?

Bradley's firm, Sherman Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Bradley charge?

According to Sherman Wealth's website, checked October 30, 2026: no asset minimum.

### Does Bradley work with clients virtually?

Yes. Sherman Wealth says on its website that it works with clients remotely.

### Where is Bradley Sherman based?

Bradley Sherman is based in Gaithersburg, Maryland.

### What does Bradley specialize in?

Bradley's specialties include equity compensation, estate & legacy planning, tax planning, retirement planning and student loans. Bradley works with founders, early-career professionals and mid-life transitions.

### Is Bradley Sherman registered with the SEC?

Yes. Bradley Sherman is registered as an investment adviser representative in CO, FL, MD and TX (CRD 5908754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sherman Wealth manage?

Sherman Wealth reports $160.3M across 399 accounts in assets under management.

### How do I contact Bradley Sherman?

Through Bradley's website, www.shermanwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5908754): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://shermanwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.