Redwood Wealth Management Group, LLC

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Assets Under Management

$282.5M

Number of Clients

430

Number of Advisors

Average Client AUM

$657K

AUM per Advisor

$94.2M

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

About This Firm

Redwood Wealth Management Group offers personalized financial planning and investment management services. They require a minimum of $250,000 for asset management, which can be waived. They also offer estate planning services as part of ongoing financial planning.

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

Areas of Practice

Financial Planning & CoachingInvestment ManagementRetirement PlanningEstate Planning

Location

400 Stokes Rd, Medford, NJ, 08055

3 Advisors at this firm

Michael David Young

Samuel Clay Bridgers

ChFC