Jude Gleason is a CFP-designated registered investment advisor at Redw Wealth LLC, based in Phoenix, AZ, with 30 years of industry experience. Jude operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 403 clients with $870M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees typically range from 0.5% to 1.75% of assets under management depending on account size, complexity, and scope of services. Fees are negotiable.
Fee Estimator
Location
5353 N 16th St, Suite 200, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Redw Wealth LLC
Previous Registrations
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Redw Stanley Financial Advisors, LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Blinder, Robinson & CO., INC.Broker
Pan Oceanic Investments, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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