Steven Sherman
CS Advisors · Boca Raton, Florida
Steven Sherman is a fee-only financial advisor at CS Advisors in Boca Raton, Florida. Steven focuses on retirement planning. CS Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | CS Advisors |
|---|---|
| Based in | Boca Raton, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $118.0M across 322 accounts |
| SEC registration | Investment adviser representative in FL, NY, TX · CRD 2351182 |
| Exams passed | Series 66 (2002) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.csadvisorsinc.com |
How Steven's firm compares
- CS Advisors's average account is about $367,000, from its Form ADV (assets managed divided by 322 accounts).
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Questions about Steven
Is Steven Sherman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and CS Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, CS Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Sherman based?
Steven Sherman is based in Boca Raton, Florida.
What does Steven specialize in?
Steven's specialties include retirement planning.
Is Steven Sherman registered with the SEC?
Yes. Steven Sherman is registered as an investment adviser representative in FL, NY and TX (CRD 2351182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CS Advisors manage?
CS Advisors reports $118.0M across 322 accounts in assets under management.
How do I contact Steven Sherman?
Through Steven's website, www.csadvisorsinc.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
- CS Advisors 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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