Cheryl Morhauser
Cheryl Morhauser & Associates · Nevada City, California
Cheryl Morhauser is a fee-only financial advisor at Cheryl Morhauser & Associates in Nevada City, California, who holds the CFP credential. Cheryl Morhauser & Associates reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cheryl Morhauser & Associates |
|---|---|
| Based in | Nevada City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.0M across 23 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2678976 |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Cheryl's firm compares
- Cheryl Morhauser & Associates's average account is about $955,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Cheryl
Is Cheryl Morhauser a fee-only financial advisor?
Yes. Cheryl Morhauser is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cheryl's firm.
How does Cheryl charge for financial advice?
Cheryl's firm, Cheryl Morhauser & Associates, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cheryl Morhauser based?
Cheryl Morhauser is based in Nevada City, California.
What credentials does Cheryl Morhauser hold?
Cheryl Morhauser holds the CFP credential.
Is Cheryl Morhauser registered with the SEC?
Yes. Cheryl Morhauser is registered as an investment adviser representative in CA (CRD 2678976), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How much does Cheryl Morhauser & Associates manage?
Cheryl Morhauser & Associates reports $22.0M across 23 accounts in assets under management.
How do I contact Cheryl Morhauser?
Contact details aren't on file yet. Search for Cheryl Morhauser & Associates.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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