Eric Linger
Sherwood Investments · Redmond, Washington
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.
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Specialties
Facts
| Firm | Sherwood Investments |
|---|---|
| Based in | Redmond, Washington |
| Fee model | Percentage of assets |
| Assets under management | $84M across 41 accounts |
| SEC registration | Investment adviser representative in WA · CRD 2958820 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sherwood-investments.com |
How Eric's firm compares
- Sherwood Investments's average account is about $2.0 million, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Sherwood Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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