Bradley Sherman
Sherman Wealth · Gaithersburg, Maryland
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.
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Specialties
Who they serve
- Founders
- Early-career professionals
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $160.3M across 399 accounts |
| SEC registration | Investment adviser representative in CO, FL, MD, TX · CRD 5908754 |
| Exams passed | Series 66 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.shermanwealth.com |
| Profile |
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Questions about Bradley
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.
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
- Sherman Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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