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They include 234 high-net-worth individuals, 84 individual clients, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sanderson Wealth Management offer?","answer":"Sanderson Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and education planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Sanderson Wealth Management charge?","answer":"Sanderson Wealth Management charges 0.20%–1.00% a year for its Investment management fee. The fee is billed in advance, is negotiable and has a $20,000 annual minimum.","source":"DISCLOSURE BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Sanderson Wealth Management use?","answer":"Sanderson Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Albuquerque, NM), with $1.41B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Sanderson Wealth Management have?","answer":"Sanderson Wealth Management has 11 investment adviser representatives registered with state securities authorities, out of 19 employees, and 11 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sanderson Wealth Management invest in?","answer":"At the end of its last fiscal year, Sanderson Wealth Management’s separately managed accounts held 77% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 9% non-exchange-traded equities and 3% exchange-traded equities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sanderson Wealth Management?","answer":"Sanderson Wealth Management’s direct owners are James Warner (10% to 25%) and John Sanderson (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Sanderson Wealth Management get paid?","answer":"Sanderson Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Sanderson Wealth Management?","answer":"Sanderson Wealth Management’s main office is at 50 Fountain Plaza, Suite 750, Buffalo, NY 14202. Its phone number is 716-566-2420. Its website is sandersonllc.com.","source":"Form ADV Part 1A, Item 1.F, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}