SB
CFP · ChFC
SB
CFP · ChFC

Scott Birmingham

13 Years of Experience
Franklin, TN

Scott Birmingham is a CFP, ChFC-designated registered investment advisor at Redw Wealth LLC, based in Franklin, TN, with 13 years of industry experience. Scott 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
403 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$869.2M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Franklin, TN

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Scott is the president of Fair Share Divorces, LLC, a divorce consulting firm, since July 2024. He spends a few hours per week on this activity.

Employment History
Current Registrations
Redw Wealth LLC
October 2024 - Present · 2 yrs
Previous Registrations
Wealth Enhancement Advisory Services, LLC
January 2024 - March 2024 · 2 mos
Asset Management Resources, LLC
May 2019 - January 2024 · 4 yrs 8 mos
Tiaa-Cref Advice and Planning Services
May 2007 - September 2012 · 5 yrs 4 mos
The Advisors Group, INC.
June 2003 - September 2003 · 3 mos
Allmerica Investment Management CO INC
September 2001 - January 2003 · 1 yr 4 mos
State Registrations2 states
TNTX
Advisor

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
No exam information available for this advisor.
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