Spencer Sherman is a CFP-designated registered investment advisor at Abacus Wealth Partners, based in Sebastopol, CA, with 31 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,544 clients with $3.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.25% |
Accounts belonging to spouses and immediate household members may be combined in applying the fee schedule. Private, illiquid investments are charged 2%.
Fee Estimator
Location
101 S. Main Street, Sebastopol, CA, 95472
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Spencer is the President of Metta LLC, renting office space, dedicating minimal time to it. He is also the President of Sherman Financial, speaking about emotional intelligence and money, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Abacus Wealth Partners
Previous Registrations
Abacus Portfolios
Sherman Financial
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.