Sherman Financial & Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Clients with less than $100,000 in assets under management will be charged a flat annual advisory fee of $1,000 that is paid on a monthly or quarterly basis, in advance.”

Monthly fee

$167/mo

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $500.00 and an ongoing annual retainer fee of $2,000 that is paid monthly or quarterly, in advance, in the amount of $167.00 per month or $500.00 per quarter.”

Quarterly fee

$500/qtr

From the same sentence as above.

Annual fee

$1,000/yr

“Please note 7 that all clients, excluding the Quick Start Plan program, must pay a minimum annual fee of $1,000.00.”

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

How Sherman Financial & Wealth Management bills

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

• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “The fee is payable by electronic funds transfer or check.”

How Sherman Financial & Wealth Management’s fees compare

• Its flat or project fee of $1,000 is below the South Carolina median of $3,000. 11% of the 65 other South Carolina planners that publish a flat or project fee charge less.
• Its annual fee of $1,000 is below the South Carolina median of $5,000. None of the 22 other South Carolina planners that publish an annual fee charge less.

About Sherman Financial & Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

28

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$6,796,216

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290219

Website

shermanwealth.net (opens in new tab)

Phone

(843) 268-8020

Other planners in Daniel Island that publish fees

• Reconstructing WealthDaniel Island$300/hr
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr
• Altamont Advisors LLCGreenville$150/hr

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