Sherwood Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sherwood Wealth Management offers customized financial planning and portfolio management to individual and high‑net‑worth clients, including advice on retirement, tax, estate, education, cash flow and divorce-related financial matters. Although registered as an investment manager, the firm’s brochure emphasizes one‑on‑one planning services for individuals and an investment account minimum of $250,000.
The firm employs fundamental analysis within a Modern Portfolio Theory framework to construct diversified portfolios across domestic and international equities, fixed income and real estate, typically using mutual funds and ETFs and managing accounts on a discretionary basis. As is common for its peer group, advisory compensation is asset‑based and the firm routes custody and trade execution through a national custodian (Charles Schwab).
Compared with many investment managers, Sherwood operates as a small, single‑advisor practice with modest reported assets under management and explicitly offers fixed‑fee financial planning in addition to AUM management—an arrangement more often seen at advisory firms focused on individuals than at institutional managers. The brochure also discloses that the firm’s principal maintains outside employment as a K–12 substitute teacher and that the firm recently changed its name and raised its minimum account requirement, reflecting active changes in its business model.
Client services
Expertise
Fee options
Financial planning services fee ranges from $250 to $5,000 depending on complexity, paid in equal quarterly installments in advance.
$0 - $2,999,999: 0.85% annually $3,000,000+: 0.65% annually
Account minimum: $250,000
Main office
Sherwood OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Magpie Family Investment Services · Middle Road, LLC · Sherwood Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)