Sherrill Wealth Management is an independent fiduciary retirement income and wealth planning practice located on Manatee Avenue West in Bradenton, Manatee County, Florida. Founded and led by President R. Gardner Sherrill, MBA, CFP®, RICP® (Individual CRD# 4292679)—who holds both the Certified Financial Planner™ certification and the specialized Retirement Income Certified Professional® (RICP®) designation—the firm delivers fee-based fiduciary retirement paycheck engineering, tax-integrated withdrawal planning, and custom portfolio management to retirees across West Bradenton, Palma Sola, Perico Island, and Anna Maria Island through SEC-registered Commonwealth Financial Network (CRD# 8032, SEC File #801-43822).
Official Verification Sources: FINRA BrokerCheck / SEC IAPD Profile (R. Gardner Sherrill, MBA, CFP®, RICP®); SEC Investment Adviser Public Disclosure (Commonwealth Financial Network); Sherrill Wealth Management Official Website
Issuer: CFP Board / The American College / FINRA / SEC IAPD
Notes: Founded and led by President R. Gardner Sherrill, MBA, CFP®, RICP® (Individual CRD #4292679), holding both Certified Financial Planner™ and Retirement Income Certified Professional® designations.
Issuer: SEC / FINRA (Commonwealth Financial Network)
Notes: SEC File #801-43822; fiduciary advisory services offered through SEC-registered Commonwealth Financial Network (CRD #8032) at 2520 Manatee Ave W, Ste 200, Bradenton, FL 34205.
Factual details and direct answers about Sherrill Wealth Management's services, licensing, and credentials.
What specialized retirement credentials does R. Gardner Sherrill in Bradenton hold?
Founder and President R. Gardner Sherrill, MBA, CFP®, RICP® (CRD #4292679) holds a Master of Business Administration, the Certified Financial Planner™ certification, and the Retirement Income Certified Professional® (RICP®) designation focused specifically on sustainable retirement income.
How are fiduciary advisory accounts regulated at Sherrill Wealth Management?
Fiduciary investment advisory services are offered through Commonwealth Financial Network, an SEC-registered Investment Adviser and FINRA/SIPC member firm (Firm CRD #8032, SEC File #801-43822).
Where is Sherrill Wealth Management located in Bradenton?
The firm's offices are located at 2520 Manatee Avenue West, Suite 200, Bradenton, Florida 34205, serving West Bradenton, Downtown Bradenton, Palma Sola, and Anna Maria Island.
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