PS
CFP
PS
CFP
Philip Sherman
10 Years of Experience
May Earn Commission
Philip Sherman is a CFP-designated registered investment advisor at Deschutes Investment Consulting, LLC, based in Portland, OR, with 10 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 334 clients with $2.5B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
IM Fee
Planning only
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
One-Time Plan:$2,500 - $500,000
Hourly Rate:$250 - $350/hr
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Location
200 SW Market Street, Suite 550, Portland, OR, 97201
Get directionsHistory
Regulatory History
Clean regulatory record
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
Deschutes Investment Consulting, LLC
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Cwm, LLC
February 2018 - November 2019 · 1 yr 9 mos
Cetera Advisor Networks LLCBroker
February 2018 - July 2019 · 1 yr 5 mos
LPL Financial LLC
July 2017 - February 2018 · 7 mos
LPL Financial LLCBroker
July 2017 - February 2018 · 7 mos
Cuso Financial Services, L.P.
September 2016 - May 2017 · 8 mos
Cuso Financial Services, L.P.Broker
September 2016 - May 2017 · 8 mos
Kms Financial Services, INC
January 2016 - June 2016 · 5 mos
Kms Financial Services, INC.Broker
January 2016 - June 2016 · 5 mos
1st Global Advisors INC
October 2014 - October 2015 · 1 yr
1st Global Capital CORP.Broker
August 2014 - October 2015 · 1 yr 2 mos
State Registrations1 state
OR
Advisor
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
No exam information available for this advisor.