Firm
Sherman Financial & Wealth Management
Daniel Island, South Carolina
Fee-only
Sherman Financial & Wealth Management at a glance
- One of 131 fee-only firms based in South Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 28 individual clients, 9 of them high net worth.
- Its average account is about $358,000 (assets it manages divided by its 19 accounts).
Fee-only advisors in South Carolina · What fee-only advisors charge in South Carolina
Facts
| Based in | Daniel Island, South Carolina |
|---|---|
| Website | shermanwealth.net |
| Phone | (843) 268-8020 |
Sherman Financial & Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,200 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"This standalone service costs $1,200.00." source
"We offer one-time comprehensive plans and project-based plans that cater to the needs of individuals, families, and businesses." source
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 |
|---|---|
| Assets managed | $7 million |
| Individual clients | 19 |
| High-net-worth clients | 9 |
| Accounts managed | 19 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 290219 |