Kilburn Sherman
Maclendon Wealth Management · Jensen Beach, Florida
Kilburn Sherman is a fee-only financial advisor at Maclendon Wealth Management in Jensen Beach, Florida, who holds the PFS credential. Kilburn focuses on small business owners, retirement planning and founders (pre-exit). Maclendon Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Maclendon Wealth Management |
|---|---|
| Based in | Jensen Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $129.6M across 34 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in FL, TX · CRD 7845507 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.maclendon.com |
How Kilburn's firm compares
- Maclendon Wealth Management's average account is about $3.8 million, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Kilburn
Is Kilburn Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kilburn holds no broker registration, and Maclendon Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kilburn charge for financial advice?
Kilburn's firm, Maclendon Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kilburn Sherman based?
Kilburn Sherman is based in Jensen Beach, Florida.
What does Kilburn specialize in?
Kilburn's specialties include small business owners, retirement planning and founders (pre-exit). Kilburn works with founders.
What credentials does Kilburn Sherman hold?
Kilburn Sherman holds the PFS credential.
Is Kilburn Sherman registered with the SEC?
Yes. Kilburn Sherman is registered as an investment adviser representative in FL and TX (CRD 7845507), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Maclendon Wealth Management manage?
Maclendon Wealth Management reports $129.6M across 34 accounts in assets under management.
How do I contact Kilburn Sherman?
Through Kilburn's website, www.maclendon.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
- Maclendon Wealth Management 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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