Jennifer Sherman
Trail Ridge Investment Advisors · Fort Collins, Colorado
Jennifer Sherman is a fee-only financial advisor at Trail Ridge Investment Advisors in Fort Collins, Colorado, who holds the CFP credential. Trail Ridge Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Trail Ridge Investment Advisors |
|---|---|
| Based in | Fort Collins, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $352.9M across 465 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, WY · CRD 7272688 |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.trailridgewm.com |
How Jennifer's firm compares
- Trail Ridge Investment Advisors's average account is about $759,000, from its Form ADV (assets managed divided by 465 accounts).
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Questions about Jennifer
Is Jennifer Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jennifer holds no broker registration, and Trail Ridge Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jennifer charge for financial advice?
Jennifer's firm, Trail Ridge Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jennifer Sherman based?
Jennifer Sherman is based in Fort Collins, Colorado.
What credentials does Jennifer Sherman hold?
Jennifer Sherman holds the CFP credential.
Is Jennifer Sherman registered with the SEC?
Yes. Jennifer Sherman is registered as an investment adviser representative in CO and WY (CRD 7272688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trail Ridge Investment Advisors manage?
Trail Ridge Investment Advisors reports $352.9M across 465 accounts in assets under management.
How do I contact Jennifer Sherman?
Through Jennifer's website, www.trailridgewm.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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