# Matthew Davis

> Matthew Davis is a fee-only financial advisor at Sherwood Financial Partners in Westlake Village, California, who holds the CFP credential. Matthew 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.

Page: https://find.wellspent.co/advisors/matthew-davis-5853796/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sherwood Financial Partners
- **Based in:** Westlake Village, California
- **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 (firm's website)
- **Assets under management (firm):** $293.8M across 207 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Divorce financial planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Divorced individuals
- **CRD:** 5853796 (https://adviserinfo.sec.gov/individual/summary/5853796)
- **SEC registration:** Investment adviser representative in CA, CO, TX
- **Exams passed:** Series 65 (2012)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.sherwoodfp.com/

## Frequently asked questions

### Is Matthew Davis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?

Matthew charges a percentage of assets and hourly fees.

### How much does Matthew 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 Matthew Davis based?

Matthew Davis is based in Westlake Village, California.

### What does Matthew specialize in?

Matthew's specialties include retirement planning, estate & legacy planning, divorce financial planning and family wealth transfer. Matthew works with retirees, pre-retirees, mid-life transitions and divorced individuals.

### What credentials does Matthew Davis hold?

Matthew Davis holds the CFP credential.

### Is Matthew Davis registered with the SEC?

Yes. Matthew Davis is registered as an investment adviser representative in CA, CO and TX (CRD 5853796), 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 Matthew Davis?

Through Matthew's website, www.sherwoodfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5853796): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sherwoodfp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.