Daniel Sherman is a CFP-designated registered investment advisor at Fhwv Financial LLC, based in Los Alamitos, CA, with 4 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FHWV Financial offers investment advisory services through managed accounts on third-party platforms. The fee for these services ranges from 0.50% to 1.00% of your account value. This fee is calculated by the platform sponsor (SEI or American Funds) and paid directly to FHWV Financial. FHWV Financial does not have the authority to deduct fees directly from client accounts.
Location
11022 Winners Circle, 2nd Floor, Los Alamitos, CA, 90720
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 →Employment History
Current Registrations
Fhwv Financial LLC
Previous Registrations
Mindwallet Investment Advisory
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Mindwallet Investment Advisory
Sidoxia Capital Management, LLC
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.