Thomas Moreland
Sherwood Oak Knoll · San Marino, California
Thomas Moreland is a fee-only financial advisor at Sherwood Oak Knoll in San Marino, California. Sherwood Oak Knoll reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Sherwood Oak Knoll |
|---|---|
| Based in | San Marino, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $3M across 11 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3126278 |
| Exams passed | Series 63 (1999) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Thomas's firm compares
- Sherwood Oak Knoll's average account is about $273,000, from its Form ADV (assets managed divided by 11 accounts).
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Questions about Thomas
Is Thomas Moreland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Sherwood Oak Knoll reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Sherwood Oak Knoll, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Moreland based?
Thomas Moreland is based in San Marino, California.
Is Thomas Moreland registered with the SEC?
Yes. Thomas Moreland is registered as an investment adviser representative in CA (CRD 3126278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sherwood Oak Knoll manage?
Sherwood Oak Knoll reports $3M across 11 accounts in assets under management.
How do I contact Thomas Moreland?
Contact details aren't on file yet. Search for Sherwood Oak Knoll.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in California
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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