David Sherwood
Evanson Asset Management · Mclean, Virginia
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).
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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 |
| Assets under management | $5.85B across 4,304 accounts |
| SEC registration | Investment adviser representative in CA, TX, VA · CRD 5126928 |
| Exams passed | Series 65 (2005) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.evansonasset.com |
| Profile |
How David's firm compares
- Ongoing planning starts at $2,500 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $800, below the Virginia median of $1,500 for fee-only firms that publish prices.
- Evanson Asset Management's average account is about $1.4 million, from its Form ADV (assets managed divided by 4,304 accounts).
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Questions about David
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.
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
- Evanson Asset Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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