Natalie Sherman
&wealth Partners · Baltimore, Maryland
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.
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Facts
| Firm | &wealth Partners |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $508.2M across 254 accounts |
| SEC registration | Investment adviser representative in MD, NY · CRD 7254166 |
| Exams passed | Series 65 (2020) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.andwealth.com |
How Natalie's firm compares
- &wealth Partners's average account is about $2.0 million, from its Form ADV (assets managed divided by 254 accounts).
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Questions about Natalie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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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