Cherry Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cherry Wealth Management provides discretionary portfolio management, comprehensive financial planning, and ongoing wealth-management services to individuals and families — including high-net-worth clients — as well as small business owners, retirement investors, and families involved in travel sports. Its planning services cover retirement, tax-efficient strategies, estate coordination, cash-flow modeling, and dedicated savings approaches for travel-sports expenses.
The firm describes a goals-based, long-term investment approach that combines fundamental, quantitative (including Modern Portfolio Theory) and qualitative analysis, typically using low-cost passive funds as a core with modest tactical overlays and tax-aware implementation. Accounts are generally managed on a discretionary basis under written investment policy statements, with regular monitoring, rebalancing, and periodic tax-loss harvesting.
Notable features disclosed in the brochure include that the founder and chief investment officer is licensed to sell insurance products and that insurance sales may generate commissions, with procedures described to disclose and manage that potential conflict of interest. The firm also offers both fixed-fee comprehensive plans and hourly planning arrangements, is newly established with no client assets under management at the brochure date, and emphasizes a niche focus on travel-sports families informed by the founder’s background in data, technology, and sports officiating.
Client services
Expertise
Occupation focus
Fee options
Fixed fees typically range from $250 to $2,000 for comprehensive financial plans
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% $5,000,001+: 0.60%
Commissions from insurance products sold by the firm's owner/licensee (life insurance, annuities, long-term care, disability insurance)
$100 per hour for hourly financial planning advice
Account minimum: $100,000 (may be waived at our discretion) Fee-only: Fixed fees from $250 to $2,000 for comprehensive financial plans; $100 per hour for hourly advice
Main office
1120 Sherri Ln
Lebanon IN 46052
Advisors at this office
1
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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