# Natalie Sherman

> Natalie Sherman is a fee-only financial advisor at &wealth Partners in Baltimore, Maryland. &wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/natalie-sherman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** &wealth Partners
- **Based in:** Baltimore, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $508.2M across 254 accounts
- **CRD:** 7254166 (https://adviserinfo.sec.gov/individual/summary/7254166)
- **SEC registration:** Investment adviser representative in MD, NY
- **Exams passed:** Series 65 (2020)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.andwealth.com

## Frequently asked questions

### Is Natalie Sherman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Natalie holds no broker registration, and &wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Natalie charge for financial advice?

Natalie's firm, &wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Natalie Sherman based?

Natalie Sherman is based in Baltimore, Maryland.

### Is Natalie Sherman registered with the SEC?

Yes. Natalie Sherman is registered as an investment adviser representative in MD and NY (CRD 7254166), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does &wealth Partners manage?

&wealth Partners reports $508.2M across 254 accounts in assets under management.

### How do I contact Natalie Sherman?

Through Natalie's website, www.andwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7254166): 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

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