CRD: 305997
Sherwood Financial Management
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-04-2019
- Office Locations
- 1
Office Locations
About Sherwood Financial Management
Sherwood Financial Management is a fee-only, fiduciary financial planning and wealth management firm led by CFP professional Tracy Sherwood. The firm serves executives/professionals, individuals and families, and pre-retirees/retirees, with a focus on goal-based planning, tax-aware guidance, and retirement transition support. Portfolios primarily use public funds and ETFs (including index funds) and may include municipal bonds, with custody at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Tracy Lynn Sherwood
Chief Compliance Officer, President
- CRD
- #7187659
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $23,904,903 | -- |
| Total | $23,904,903 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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