Patrick Sherman
Sherman Financial & Wealth Management · Daniel Island, South Carolina
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).
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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 | $6.8M across 19 accounts |
| SEC registration | Investment adviser representative in SC · CRD 5653638 |
| Exams passed | Series 63 (2009) · Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | shermanwealth.net |
| Profile |
How Patrick's firm compares
- A one-time plan starts at $1,200, below the US median of $2,000 for fee-only firms that publish prices.
- Sherman Financial & Wealth Management's average account is about $358,000, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Patrick
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.
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
- Sherman Financial & Wealth Management 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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