# Cheryl Sherrard

> Cheryl Sherrard is a fee-only financial advisor at Clearview Wealth Management in Charlotte, North Carolina, who holds the CFP, MA and MBA credentials. Cheryl charges an ongoing planning fee and focuses on sustainable & impact investing.

Page: https://find.wellspent.co/advisors/cheryl-sherrard/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Clearview Wealth Management
- **Based in:** Charlotte, North Carolina
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $182.4M across 510 accounts
- **Credentials:** CFP, MA, MBA
- **Specialties:** Sustainable & impact investing
- **Works with:** Multi-generational families
- **CRD:** 4853040 (https://adviserinfo.sec.gov/individual/summary/4853040)
- **SEC registration:** Investment adviser representative in NC, SC
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://clearviewwealthmgmt.com

## Frequently asked questions

### Is Cheryl Sherrard a fee-only financial advisor?

Yes. Cheryl Sherrard 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 charges an ongoing planning fee.

### Where is Cheryl Sherrard based?

Cheryl Sherrard is based in Charlotte, North Carolina.

### What does Cheryl specialize in?

Cheryl's specialties include sustainable & impact investing. Cheryl works with multi-generational families.

### What credentials does Cheryl Sherrard hold?

Cheryl Sherrard holds the CFP, MA and MBA credentials.

### Is Cheryl Sherrard registered with the SEC?

Yes. Cheryl Sherrard is registered as an investment adviser representative in NC and SC (CRD 4853040), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Clearview Wealth Management manage?

Clearview Wealth Management reports $182.4M across 510 accounts in assets under management.

### How do I contact Cheryl Sherrard?

Through Cheryl's website, clearviewwealthmgmt.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7354): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.clearviewwealthmgmt.com/): specialties, clients served, and fees, checked October 28, 2026

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