Overview
Assets Under Management: $213 million
Headquarters: SCOTCH PLAINS, NJ
High-Net-Worth Clients: 22
Average Client Assets: $1 million
Frequently Asked Questions
REDWOOD FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291250), REDWOOD FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
REDWOOD FINANCIAL PLANNING, LLC is headquartered in SCOTCH PLAINS, NJ.
REDWOOD FINANCIAL PLANNING, LLC serves 22 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, REDWOOD FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
REDWOOD FINANCIAL PLANNING, LLC manages $213 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, REDWOOD FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.80
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,294
Discretionary Accounts: 1,294
Regulatory Filings
CRD Number: 291250
Filing ID: 1974029
Last Filing Date: 2025-03-31 15:36:00
Website: https://redwoodplanning.com