# Sherpa Financial Guides, Inc.

> Sherpa Financial Guides, Inc. is a state-registered investment advisory firm, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 314973
- Filed as: SHERPA FINANCIAL GUIDES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Virginia
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314973
- AdvisorCensus page: https://advisorcensus.com/firm/sherpa-financial-guides-inc-314973

## Quick answers

**How is Sherpa Financial Guides, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Sherpa Financial Guides, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Sherpa Financial Guides, Inc. registered with the SEC or a state?**
Sherpa Financial Guides, Inc. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314973.

**How much does Sherpa Financial Guides, Inc. manage?**
Sherpa Financial Guides, Inc. reports $9,013,140 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Sherpa Financial Guides, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39).

**Does Sherpa Financial Guides, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314973

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $9,013,140
- Discretionary: $8,976,820
- Non-discretionary: $36,320

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $9,013,140 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sherpafinancialguides.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherpa Financial Guides, Inc. (CRD 314973): Form ADV filing data as of October 2026.