Brian Littlejohn
Sherwood Wealth Management · Basalt, Colorado
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.
Request an introduction to Brian →
Facts
| Firm | Sherwood Wealth Management |
|---|---|
| Based in | Basalt, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $30.2M across 63 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CO · CRD 5895687 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | sherwoodwealth.com |
| Profile |
How Brian's firm compares
- Sherwood Wealth Management's average account is about $480,000, from its Form ADV (assets managed divided by 63 accounts).
Request an introduction to Brian
Tell Brian a little about what you're looking for. Brian 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 Brian
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.
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
- 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.