Sheri Baker
Expand Financial · Littleton, Colorado
Sheri Baker is a fee-only financial advisor at Expand Financial in Littleton, Colorado, who holds the PFS credential. Expand Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Expand Financial |
|---|---|
| Based in | Littleton, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.77B across 1,959 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OH, TX · CRD 3257794 |
| Exams passed | Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.expandwealth.com |
How Sheri's firm compares
- Expand Financial's average account is about $1.4 million, from its Form ADV (assets managed divided by 1,959 accounts).
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Questions about Sheri
Is Sheri Baker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sheri holds no broker registration, and Expand Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sheri charge for financial advice?
Sheri's firm, Expand Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sheri Baker based?
Sheri Baker is based in Littleton, Colorado.
What credentials does Sheri Baker hold?
Sheri Baker holds the PFS credential.
Is Sheri Baker registered with the SEC?
Yes. Sheri Baker is registered as an investment adviser representative in OH and TX (CRD 3257794), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Expand Financial manage?
Expand Financial reports $2.77B across 1,959 accounts in assets under management.
How do I contact Sheri Baker?
Through Sheri's website, www.expandwealth.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
- 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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