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REDWOOD FINANCIAL PLANNING, LLC
CRD 291250 · SEC 801-127675
1812 FRONT STREET, SCOTCH PLAINS, NJ, 07076, United States
Phone
908-663-2125
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.8M
Discretionary AUM
$388.8M
Team
4 total employees; 3 advisory reps; 198 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 589 | $185.5M |
| High net worth individuals | 32 | $201.5M |
| Pension/profit sharing plans | 13 | $1.9M |
States served
CA, MD, NJ, NY, NC, PA, SC, TN, VA, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD