Sherry Karlsson
Rssic · San Francisco, California
Sherry Karlsson is a fee-only financial advisor at Rssic in San Francisco, California. Sherry focuses on retirement planning, estate & legacy planning and tax planning. Rssic reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Sherry →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Multi-generational families
Facts
| Firm | Rssic |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $486.6M across 160 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6577924 |
| Exams passed | Series 65 (2023) · Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.rssic.com |
Request an introduction to Sherry
Tell Sherry a little about what you're looking for. Sherry isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Sherry
Is Sherry Karlsson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sherry holds no broker registration, and Rssic reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sherry charge for financial advice?
Sherry's firm, Rssic, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Sherry work with clients virtually?
Yes. Rssic says on its website that it works with clients remotely.
Where is Sherry Karlsson based?
Sherry Karlsson is based in San Francisco, California.
What does Sherry specialize in?
Sherry's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Sherry works with retirees, pre-retirees, early-career professionals and multi-generational families.
Is Sherry Karlsson registered with the SEC?
Yes. Sherry Karlsson is registered as an investment adviser representative in CA (CRD 6577924), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rssic manage?
Rssic reports $486.6M across 160 accounts in assets under management.
How do I contact Sherry Karlsson?
Through Sherry's website, www.rssic.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
- Rssic 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.
See something wrong? Request a correction. Read our methodology.