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REDWOOD FINANCIAL PLANNING, LLC
CRD 291250File 801-127675
APPROVED
Retail clients
Disclosure events
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$388.8M
Below cohort median (national)
Discretionary AUM
$388.8M
Clients
634
1,454 accounts
Employees
4
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 18, 2023
- Principal office
- 1812 FRONT STREET, SCOTCH PLAINS, NJ, 07076
- Phone
- 908-663-2125
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $388.8M
- Discretionary AUM
- $388.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,454
- Non-discretionary accounts
- 0
- Total accounts
- 1,454
- AUM per client
- $613K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $201.5M |
| Pension and profit sharing plans | 13 | $1.9M |
| Individuals (other than high net worth individuals) | 589 | $185.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.