Hannah Boundy is a CFA, CFP-designated registered investment advisor at Sherwood Financial Partners, LLC, based in Broomfield, CO, with 11 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 88 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Rates vary by service tier: Standard Portfolio Management is 0.80%, Family Office Engagement is 0.60%, and Basic Investing Engagement is 0.40%. Fees are generally negotiable.
Fee Estimator
Location
520 Zang Street, Suite 222, Broomfield, CO, 80021
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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
Sherwood Financial Partners, LLC
Previous Registrations
Cedarstone Advisors
Manchester Financial INC
State Registrations2 states
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.
Exams
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