Sherrod Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 23, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$20,000

“The negotiated fixed rate for creating client financial plans is between $5,000 and $20,000.”

Annual fee

$5,000⁠-⁠$20,000/yr

“The negotiated fixed rate for ongoing financial planning is between $5,000 and $20,000 per year.”

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

How Sherrod Wealth Management bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of SWM's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of SWM’s fees, within five business days of signing the Financial Planning Agreement.”

How Sherrod Wealth Management’s fees compare

• Its flat or project fee of $5,000-$20,000 is above the Iowa median of $3,850. 86% of the 43 other Iowa planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Urbandale that publish a flat or project fee charge less.
• Its annual fee of $5,000-$20,000 is above the Iowa median of $5,000. 100% of the 8 other Iowa planners that publish an annual fee charge less.

About Sherrod Wealth Management

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

343674

Website

sherrodwealth.com (opens in new tab)

Phone

(256) 483-6063

Other planners in Urbandale that publish fees

• Ao Wealth AdvisoryUrbandale$300
• Rockway Wealth PartnersUrbandale$20,000
• Rothamel Wealth Management, LLCUrbandale$250/hr
• Strategic Wealth Solutions, LLCUrbandale$500⁠-⁠$5,000
• Wilon Wealth ManagementUrbandale$150⁠-⁠$350/hr, $2,500

Compare all 7 planners in Urbandale