Firm
Sherwood Investments
Redmond, Washington
Fee-only
Sherwood Investments at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 41 individual clients.
- Its average account is about $2.0 million (assets it manages divided by its 41 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Redmond, Washington |
|---|---|
| Website | sherwood-investments.com |
| Phone | (425) 898-8989 |
Sherwood Investments fees
Sherwood Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $84 million |
| Individual clients | 41 |
| Accounts managed | 41 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-60372) |
| Financial planning | Offered |
| Form ADV filed | June 5, 2026 |
| SEC record | CRD 113622 |