Firm
Sherwood Financial Management
Williamsville, New York
Fee-only
Sherwood Financial Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 12 of them high net worth.
- Its average account is about $664,000 (assets it manages divided by its 36 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Williamsville, New York |
|---|---|
| Website | sherwoodfinancialmanagement.com |
| [email protected] | |
| Phone | (716) 302-4265 |
Sherwood Financial Management fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $300,000 |
|---|---|
| How it charges | Ongoing planning fee · One-time plans or projects · Percentage of assets |
In the firm's words
"subject to our investment management fee schedule, and a $300,000 investment minimum" source
"On-Going Financial Planning* - I will develop a comprehensive analysis of your personal finances" source
"Project Based Financial Planning / Comprehensive Financial Planning" source
"subject to our investment management fee schedule, and a $300,000 investment minimum" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 5 |
| High-net-worth clients | 12 |
| Accounts managed | 36 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 305997 |