Firm
Sherwood Financial Partners
Westlake Village, California
Fee-only
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | sherwoodfp.com |
| [email protected] | |
| Phone | (805) 870-5591 |
Sherwood Financial Partners 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.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 0.8% a year on the first tier of assets |
| Account minimum | $1,500,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"We charge a 0.8% fee on assets managed with us" source
"Tax preparation for asset-management clients: $250/hour" source
"we typically require a minimum of $1.5M in manageable assets" source
"We charge a 0.8% fee on assets managed with us" 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 |
|---|---|
| Assets managed | $294 million |
| Individual clients | 48 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 301329 |