Aaron Sherman
Aaron Sherman is a CFP-designated registered investment advisor at Odyssey Group Wealth Advisors, based in Lancaster, PA, with 10 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 245 clients with $390M 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 | 1.00% |
Fees are negotiable and may be lower than 1% or higher than 0.4% based on the nature of the account. Financial planning services are included in the investment management fee.
Fee Estimator
Location
22A East Roseville Road, Lancaster, PA, 17601
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 ActivitiesSells Insurance
Aaron sells fixed insurance products since 2017, dedicating minimal time to this activity. He also owns Sterling 22AB, LLC, a commercial real estate entity, and is a co-owner of Odyssey Group, LLC, a Registered Investment Advisor, spending all of his time on the latter.
Employment History
Current Registrations
Odyssey Group Wealth Advisors
Previous Registrations
Sherman Werst Wealth Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.