# Geoffrey Dann

> Geoffrey Dann is a fee-only financial advisor at Sheets Smith Wealth Management in Staatsburg, New York. Sheets Smith Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/geoffrey-dann/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Sheets Smith Wealth Management
- **Based in:** Staatsburg, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.37B across 1,070 accounts
- **CRD:** 1756273 (https://adviserinfo.sec.gov/individual/summary/1756273)
- **SEC registration:** Investment adviser representative in NC, NY
- **Exams passed:** Series 65 (2011)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.sheetssmith.com

## Frequently asked questions

### Is Geoffrey Dann a fee-only financial advisor?

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

### How does Geoffrey charge for financial advice?

Geoffrey's firm, Sheets Smith Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Geoffrey Dann based?

Geoffrey Dann is based in Staatsburg, New York.

### Is Geoffrey Dann registered with the SEC?

Yes. Geoffrey Dann is registered as an investment adviser representative in NC and NY (CRD 1756273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sheets Smith Wealth Management manage?

Sheets Smith Wealth Management reports $1.37B across 1,070 accounts in assets under management.

### How do I contact Geoffrey Dann?

Through Geoffrey's website, www.sheetssmith.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1756273): 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

---

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