Matthew Davis
Sherwood Financial Partners · Westlake Village, California
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Divorced individuals
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 |
| Assets under management | $293.8M across 207 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CO, TX · CRD 5853796 |
| Exams passed | Series 65 (2012) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sherwoodfp.com |
| Profile |
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Questions about Matthew
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.
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
- Sherwood Financial Partners 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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