# Patrick Sherman

> Patrick Sherman is a fee-only financial advisor at Sherman Financial & Wealth Management in Daniel Island, South Carolina. Patrick charges a one-time planning fee (one-time plans from $1,200).

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

## Facts

- **Firm:** Sherman Financial & Wealth Management
- **Based in:** Daniel Island, South Carolina
- **Fee model:** One-time planning fee
- **Fees (firm's website):** one-time plans from $1,200
- **Assets under management (firm):** $6.8M across 19 accounts
- **CRD:** 5653638 (https://adviserinfo.sec.gov/individual/summary/5653638)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 63 (2009), Series 65 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://shermanwealth.net/

## Frequently asked questions

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

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

### How does Patrick charge for financial advice?

Patrick charges a one-time planning fee.

### How much does Patrick charge?

According to Sherman Financial & Wealth Management's website, checked October 30, 2026: one-time plans from $1,200.

### Where is Patrick Sherman based?

Patrick Sherman is based in Daniel Island, South Carolina.

### Is Patrick Sherman registered with the SEC?

Yes. Patrick Sherman is registered as an investment adviser representative in SC (CRD 5653638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sherman Financial & Wealth Management manage?

Sherman Financial & Wealth Management reports $6.8M across 19 accounts in assets under management.

### How do I contact Patrick Sherman?

Through Patrick's website, shermanwealth.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5653638): 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://shermanwealth.net/): specialties, clients served, and fees, checked October 30, 2026

---

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