Firm
Sherman Asset Management
Ventura, California
Fee-only
Sherman Asset Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients, 17 of them high net worth.
- Its average account is about $932,000 (assets it manages divided by its 151 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Ventura, California |
|---|---|
| Website | roysherman.substack.com |
| Phone | (805) 530-5963 |
Sherman Asset Management fees
Sherman Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $141 million |
| Individual clients | 15 |
| High-net-worth clients | 17 |
| Accounts managed | 151 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-129640) |
| Financial planning | Offered |
| Form ADV filed | September 28, 2026 |
| SEC record | CRD 170861 |