Financial Sherpa, Inc.

Financial Sherpa, Inc. (CRD# 282046) is a financial advisory firm headquartered in Murphys, CA. They manage $8,400,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Financial Sherpa, Inc.
Showing 1 - 1 of 1 top financial advisors.
James L. Beyersdorf
CRD#: 2721811
Angels Camp, CA

James Beyersdorf (CRD# 2721811) is an Investment Advisor Representative working at Financial Sherpa, Inc. in Angels Camp, CA and has over 22 years of experience in the finance industry.

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