Firm
Sherwood Wealth Management
Basalt, Colorado
Fee-only
Sherwood Wealth Management at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 20 individual clients.
- Its average account is about $480,000 (assets it manages divided by its 63 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Basalt, Colorado |
|---|---|
| Website | sherwoodwealth.com |
| Phone | (970) 710-0330 |
Sherwood Wealth Management fees
Sherwood Wealth 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $30 million |
| Individual clients | 20 |
| Accounts managed | 63 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 172687 |