REDWOOD FINANCIAL PLANNING, LLC

1812 Front Street
Scotch Plains, New Jersey 07076
Tel: 908-663-2125

About REDWOOD FINANCIAL PLANNING, LLC

REDWOOD FINANCIAL PLANNING, LLC, formally registered with the SEC as REDWOOD FINANCIAL PLANNING, LLC. The firm was established in 04/18/2023. They have over 2 offices throughout the country.

REDWOOD FINANCIAL PLANNING, LLC is a Scotch Plains, New Jersey based Financial Planning firm with nearly $174,612,625 assets under management, offering retirement planning & investment advisory services to 1205 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	291250
SEC#	801-127675
Assets Managed by Firm	$174,612,625
No. of Clients	1205
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1205	$174,612,625
Individuals (other than high net worth individuals)	410	$84,415,092
High net worth individuals	54	$90,197,533

More Retirement Planning firms in Scotch Plains, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors
PGIM, INC. 655 Broad St. Newark, NJ, 07102	$1,014,741,753,029	1021	1705
UBS FINANCIAL SERVICES INC. 1200 Harbor Boulevard Weehawken, NJ, 07086	$702,387,082,915	1093486	12701
MANAGED ACCOUNT ADVISORS LLC 101 Hudson Street Jersey City, NJ, 07302	$691,908,159,462	1840565	61
METLIFE INVESTMENT MANAGEMENT, LLC One Metlife Way Whippany, NJ, 07981	$499,516,358,508	637	925
BLACKROCK INVESTMENT MANAGEMENT, LLC 1 University Square Drive Princeton, NJ, 08540	$458,191,510,749	46332	1483

Explore More Retirement Advisors in Scotch Plains, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.