Cheryl Sherrard
Clearview Wealth Management · Charlotte, North Carolina
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Clearview Wealth Management |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $182.4M across 510 accounts |
| Credentials | CFP · MA · MBA |
| SEC registration | Investment adviser representative in NC, SC · CRD 4853040 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | clearviewwealthmgmt.com |
How Cheryl's firm compares
- Clearview Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 510 accounts).
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Questions about Cheryl
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.
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
- Clearview Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- 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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