Brett Sherman
Madrona Wealth Management · Happy Valley, Oregon
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.
Request an introduction to Brett →
Specialties
Who they serve
- Multi-generational families
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 | $70.6M across 292 accounts |
| SEC registration | Investment adviser representative in MN, OR, TX, WA · CRD 1875356 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.madronawealth.com |
| Profile |
How Brett's firm compares
- Madrona Wealth Management's average account is about $242,000, from its Form ADV (assets managed divided by 292 accounts).
Request an introduction to Brett
Tell Brett a little about what you're looking for. Brett isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brett
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.
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
- Madrona Wealth Management 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.
See something wrong? Request a correction. Read our methodology.