Joel Oles
The Sherrington Group · Columbus, Ohio
Joel Oles is a fee-only financial advisor at The Sherrington Group in Columbus, Ohio, who holds the PFS credential. The Sherrington Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Sherrington Group |
|---|---|
| Based in | Columbus, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $90.9M across 232 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OH · CRD 4555089 |
| Exams passed | Series 65 (2009) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sherringtongroup.com |
How Joel's firm compares
- The Sherrington Group's average account is about $392,000, from its Form ADV (assets managed divided by 232 accounts).
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Questions about Joel
Is Joel Oles a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and The Sherrington Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, The Sherrington Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joel Oles based?
Joel Oles is based in Columbus, Ohio.
What credentials does Joel Oles hold?
Joel Oles holds the PFS credential.
Is Joel Oles registered with the SEC?
Yes. Joel Oles is registered as an investment adviser representative in OH (CRD 4555089), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Sherrington Group manage?
The Sherrington Group reports $90.9M across 232 accounts in assets under management.
How do I contact Joel Oles?
Through Joel's website, www.sherringtongroup.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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