Sherwood Financial Partners, LLC fees and pricing
Financial planner in Westlake Village, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 30, 2026, Sherwood Financial Partners, LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“The hourly fee for these services is $500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sherwood Financial Partners, LLC 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 SFPL's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of SFPL’s fees, within five business days of signing the Financial Planning Agreement.”
How Sherwood Financial Partners, LLC’s fees compare
- Its hourly rate of $500 is above the California median of $300. 85% of the 932 other California planners that publish an hourly rate charge less.
- 6 of the 7 other planners in Westlake Village that publish an hourly rate charge less.
About Sherwood Financial Partners, LLC
- Firm size: 6 employees.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.8% a year
- Clients
- 87
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
- Assets managed
- $293,848,203
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 301329
- Phone
- (805) 870-5591
Can advise clients in 3 states: California, Colorado, Texas
Other planners in Westlake Village that publish fees
- Brooks Wealth ManagementWestlake Village$250/hr, $199-$20,000
- Fischer Investment Strategies, LLCWestlake Village$350/hr
- Haven Capital GroupWestlake Village$200-$750/hr, $5,000/yr
- Kate Capital GroupWestlake Village$300/hr
- Lone Peak Asset Management, Inc.Westlake Village$1,000-$5,000
- Mfac Financial Advisors, Inc.Westlake Village$550/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.