# Brett Sherman

> Brett Sherman is a fee-only financial advisor at Madrona Wealth Management in Happy Valley, Oregon. Brett focuses on family wealth transfer. Madrona Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Madrona Wealth Management
- **Based in:** Happy Valley, Oregon
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $70.6M across 292 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 1875356 (https://adviserinfo.sec.gov/individual/summary/1875356)
- **SEC registration:** Investment adviser representative in MN, OR, TX, WA
- **Exams passed:** Series 63 (1996), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.madronawealth.com

## Frequently asked questions

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

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

### How does Brett charge for financial advice?

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

### Where is Brett Sherman based?

Brett Sherman is based in Happy Valley, Oregon.

### What does Brett specialize in?

Brett's specialties include family wealth transfer. Brett works with multi-generational families.

### Is Brett Sherman registered with the SEC?

Yes. Brett Sherman is registered as an investment adviser representative in MN, OR, TX and WA (CRD 1875356), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Madrona Wealth Management manage?

Madrona Wealth Management reports $70.6M across 292 accounts in assets under management.

### How do I contact Brett Sherman?

Through Brett's website, www.madronawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1875356): 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://www.madronawealth.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.