Sarah Ann Sherwin
Investment adviser representative at Tfo Wealth Partners
18 yearsExperience
2 statesRegistered in
$5.7BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Tfo Wealth PartnersMar 2019 to now
- Tfo-tdc, LLCMar 2019 to now
- Fifth SecuritiesFeb 2008 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Tfo Wealth Partners
Legal name: Tfo Wealth Partners, LLC
$5.7BAssets managed
1,986Clients
34Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5486461
- Firm CRD
- 124407