# Sherpa Financial Guides

Sherpa Financial Guides is an other based in Afton, United States.

## Overview

- **Organization type:** other
- **Headquarters:** Afton, United States
- **Region:** North America
- **Address:** Parker, CO, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** sherpafinancialguides.com

## Regulatory record

- **CRD number:** 314973
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314973

## About

SHERPA FINANCIAL GUIDES, INC. is a state-registered investment adviser with $9 million in regulatory assets under management. The firm employs 2 employees and 2 investment advisers. It manages $9 million on a discretionary basis.

## Questions

### How is Sherpa Financial Guides different from a large wealth manager or wirehouse?

The firm's independence — no broker-dealer affiliation, no proprietary product suite, and no shareholder pressure from a public parent — gives it a fiduciary-only incentive structure that wirehouses and bank-owned advisors cannot always replicate. However, its scale is far smaller than national aggregators like Creative Planning or Mercer Advisors, and it does not offer in-house tax preparation, estate legal services, or alternatives access, which larger platforms increasingly bundle.

## Related profiles

- [Shepherds of Capital](https://altss.com/profile/shepherds-of-capital)
- [Sherpa Wealth Management](https://altss.com/profile/sherpa-wealth-management-llc)

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Last updated: 2026-07-09T01:47:05.061Z

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