# Eric Linger

> Eric Linger is a fee-only financial advisor at Sherwood Investments in Redmond, Washington. Eric charges a percentage of assets and focuses on retirement planning, estate & legacy planning and pension planning.

Page: https://find.wellspent.co/advisors/eric-linger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sherwood Investments
- **Based in:** Redmond, Washington
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $84M across 41 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Pension planning
- **CRD:** 2958820 (https://adviserinfo.sec.gov/individual/summary/2958820)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (1997), Series 65 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.sherwood-investments.com/

## Frequently asked questions

### Is Eric Linger a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Sherwood Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Eric charge for financial advice?

Eric charges a percentage of assets.

### Where is Eric Linger based?

Eric Linger is based in Redmond, Washington.

### What does Eric specialize in?

Eric's specialties include retirement planning, estate & legacy planning and pension planning.

### Is Eric Linger registered with the SEC?

Yes. Eric Linger is registered as an investment adviser representative in WA (CRD 2958820), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sherwood Investments manage?

Sherwood Investments reports $84M across 41 accounts in assets under management.

### How do I contact Eric Linger?

Through Eric's website, www.sherwood-investments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2958820): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sherwood-investments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.