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VERIFIEDJonathan Sherrod
Sherrod Wealth Management, LLC
6165 NW 86th St
1st and 2nd Floor
Johnston, IA 50131
256-483-6063
Institutional Quality Advice Directly From the Owner
About Sherrod Wealth Management, LLC
Sherrod Wealth Management is an independent, boutique financial advisory firm based in the Des Moines, Iowa, area, serving individuals and families throughout Iowa and Alabama. Founded by Jonathan Sherrod, CFP®, the firm specializes in investment management, retirement planning, and comprehensive financial planning, with a particular focus on affluent individuals, families, and retirees.
With an emphasis on personalized service, transparency, and long-term relationships, Sherrod Wealth Management provides thoughtful, objective financial guidance tailored to each client's unique goals and circumstances. Clients work directly with the firm's founder, receiving the personal attention and accessibility that distinguish a boutique advisory practice.
Our philosophy is simple: Your financial plan should serve your life, not the other way around.
See Disclosures
General Information
Firm Start Year
2026
No. of Employees
1
CRD#
6457387
Firm CRD#
343674
States Licensed in
IA, AL
Years of Experience in Financial Services
11
Number of Years with Current Firm
1
Work with the following types of clients
Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Financial Planning, Portfolio Management, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning
Services
Investment Types
Exchange Traded Funds (ETFs), Options & Futures, Bonds, Stocks, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Hourly, Flat Fee, Based on Assets
Fee % Based on Assets
1
Hourly Rate
$500
Minimum Fee Charged for Managed Accounts
$5000
Minimum Fee Charged for Hourly Planning Accounts
$500
Education
Bachelor's Of Business Administration - Finance and Economics
Harding University
08/16/2010 -05/09/2014
Bachelor's Of Business Administration - Finance and Economics
Harding University
08/16/2010 -05/09/2014
Disclosures
RetirementPlanning.net provides referrals to financial professionals. RetirementPlanning.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1894748/retirementplanning-Sherrod-Wealth-Management,-LLC-detailed-disclosure.html
Disclaimer
Sherrod Wealth Management LLC ( SWM ) is an independent registered investment adviser based in Iowa. Registration as an investment adviser does not imply a certain level of skill or training. Information provided through this profile is for general informational purposes only and should not be construed as personalized investment, legal, or tax advice, or as an offer to provide advisory services in any jurisdiction where SWM is not appropriately registered or otherwise exempt from registration requirements. Investment strategies involve risk, including the potential loss of principal. Past performance does not guarantee future results. No investment strategy or financial plan can guarantee success or eliminate investment risk. SWM provides investment management and financial planning services based on each clients individual circumstances, objectives, and financial needs. Legal and tax matters should be reviewed with appropriately qualified professionals. Additional information regarding SWMs services, fees, business practices, and potential conflicts of interest is available in the firms Form ADV Part 2A and other applicable disclosure documents, available upon request. For more information, visit www.sherrodwealth.com.