# Brian Littlejohn

> Brian Littlejohn is a fee-only financial advisor at Sherwood Wealth Management in Basalt, Colorado, who holds the CFP and CFA credentials. Sherwood Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brian-littlejohn/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sherwood Wealth Management
- **Based in:** Basalt, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $30.2M across 63 accounts
- **Credentials:** CFP, CFA
- **CRD:** 5895687 (https://adviserinfo.sec.gov/individual/summary/5895687)
- **SEC registration:** Investment adviser representative in CO
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://sherwoodwealth.com

## Frequently asked questions

### Is Brian Littlejohn a fee-only financial advisor?

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

### How does Brian charge for financial advice?

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

### Where is Brian Littlejohn based?

Brian Littlejohn is based in Basalt, Colorado.

### What credentials does Brian Littlejohn hold?

Brian Littlejohn holds the CFP and CFA credentials.

### Is Brian Littlejohn registered with the SEC?

Yes. Brian Littlejohn is registered as an investment adviser representative in CO (CRD 5895687), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sherwood Wealth Management manage?

Sherwood Wealth Management reports $30.2M across 63 accounts in assets under management.

### How do I contact Brian Littlejohn?

Through Brian's website, sherwoodwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5895687): 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

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