Jarrod Sherman
Strategic Planning Group · Wellesley, Massachusetts
Jarrod Sherman is a fee-only financial advisor at Strategic Planning Group in Wellesley, Massachusetts. Strategic Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Strategic Planning Group |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $218.6M across 724 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 2868422 |
| Exams passed | Series 63 (1997) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.spgneedham.com |
How Jarrod's firm compares
- Strategic Planning Group's average account is about $302,000, from its Form ADV (assets managed divided by 724 accounts).
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Questions about Jarrod
Is Jarrod Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarrod holds no broker registration, and Strategic Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarrod charge for financial advice?
Jarrod's firm, Strategic Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jarrod Sherman based?
Jarrod Sherman is based in Wellesley, Massachusetts.
Is Jarrod Sherman registered with the SEC?
Yes. Jarrod Sherman is registered as an investment adviser representative in MA and NH (CRD 2868422), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Strategic Planning Group manage?
Strategic Planning Group reports $218.6M across 724 accounts in assets under management.
How do I contact Jarrod Sherman?
Through Jarrod's website, www.spgneedham.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
- 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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