# David Sherwood

> David Sherwood is a fee-only financial advisor at Evanson Asset Management in Mclean, Virginia. David charges an ongoing planning fee and a one-time planning fee (ongoing planning from $2,500 a year and one-time plans from $800).

Page: https://find.wellspent.co/advisors/david-sherwood/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Evanson Asset Management
- **Based in:** Mclean, Virginia
- **Fee model:** Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $2,500 a year; one-time plans from $800; a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.85B across 4,304 accounts
- **CRD:** 5126928 (https://adviserinfo.sec.gov/individual/summary/5126928)
- **SEC registration:** Investment adviser representative in CA, TX, VA
- **Exams passed:** Series 65 (2005)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.evansonasset.com

## Frequently asked questions

### Is David Sherwood a fee-only financial advisor?

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

### How does David charge for financial advice?

David charges an ongoing planning fee and a one-time planning fee.

### How much does David charge?

According to Evanson Asset Management's website, checked October 30, 2026: ongoing planning from $2,500 a year; one-time plans from $800; a $500,000 asset minimum.

### Where is David Sherwood based?

David Sherwood is based in Mclean, Virginia.

### Is David Sherwood registered with the SEC?

Yes. David Sherwood is registered as an investment adviser representative in CA, TX and VA (CRD 5126928), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Evanson Asset Management manage?

Evanson Asset Management reports $5.85B across 4,304 accounts in assets under management.

### How do I contact David Sherwood?

Through David's website, www.evansonasset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5126928): 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
- The firm's website (https://www.evansonasset.com/): specialties, clients served, and fees, checked October 30, 2026

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