Sherman Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Generally, rates range from $1,000 to $10,000 on a fixed fee basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sherman Asset Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Client understands that the “one-time” Planning relationship will terminate upon delivery of a written financial plan to Client.”
• “Payment methods for FP Fees may include direct debiting of the client’s custodial accounts or automated clearing house (“ACH”), or credit card payments.”
• “For ACH and credit card payment, SAM utilizes the services of an unaffiliated third-party vendor for the collection of financial planning fees.”

How Sherman Asset Management, Inc.’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the California median of $5,000. 57% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Ventura that publish a flat or project fee charge less.

About Sherman Asset Management, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$375 minimum fee (stated in brochure)

Clients

32

Employees

1

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles

Assets managed

$140,759,518

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170861

Website

instagram.com/sherman_asset_mgmt (opens in new tab)

Phone

(805) 530-5963

Other planners in Ventura that publish fees

• Diegelman Capital AdvisorsVentura$95⁠-⁠$200/hr
• Integrity Wealth Advisors, Inc.Ventura$350/hr, $1,000⁠-⁠$15,000
• Maranantha FinancialVentura$150⁠-⁠$300/hr, $500⁠-⁠$5,000
• The Renaissance GroupVentura$250/hr

Compare all 8 planners in Ventura