Hannah Boundy
Sherwood Financial Partners · Broomfield, Colorado
Hannah Boundy is a fee-only financial advisor at Sherwood Financial Partners in Broomfield, Colorado, who holds the CFP and CFA credentials. Hannah charges a percentage of assets and hourly fees ($250 an hour and 0.8% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and divorce financial planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Sherwood Financial Partners |
|---|---|
| Based in | Broomfield, Colorado |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | $250 an hour · 0.8% a year on the first tier of assets managed · A $1,500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $293.8M across 207 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, CO · CRD 6330580 |
| Exams passed | Series 65 (2014) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sherwoodfp.com |
| Profile |
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Questions about Hannah
Is Hannah Boundy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Hannah holds no broker registration, and Sherwood Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Hannah charge for financial advice?
Hannah charges a percentage of assets and hourly fees.
How much does Hannah charge?
According to Sherwood Financial Partners's website, checked October 30, 2026: $250 an hour; 0.8% a year on the first tier of assets managed; a $1,500,000 asset minimum.
Where is Hannah Boundy based?
Hannah Boundy is based in Broomfield, Colorado.
What does Hannah specialize in?
Hannah's specialties include retirement planning, estate & legacy planning, divorce financial planning and family wealth transfer. Hannah works with retirees, pre-retirees, mid-life transitions and divorced individuals.
What credentials does Hannah Boundy hold?
Hannah Boundy holds the CFP and CFA credentials.
Is Hannah Boundy registered with the SEC?
Yes. Hannah Boundy is registered as an investment adviser representative in CA and CO (CRD 6330580), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sherwood Financial Partners manage?
Sherwood Financial Partners reports $293.8M across 207 accounts in assets under management.
How do I contact Hannah Boundy?
Through Hannah's website, www.sherwoodfp.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
- Sherwood Financial Partners 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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