Redwood Wealth Management Group, LLC

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Redwood Wealth Management Group offers personalized financial planning and investment management services for individuals, trusts, foundations, and corporations. Founded in Medford, New Jersey, the firm helps clients build customized portfolios using stocks, bonds, exchange-traded funds, and mutual funds. Redwood Wealth Management Group provides services on both a discretionary basis, where the firm makes trades on your behalf, and a non-discretionary basis, where you must approve trades first. The firm also assists with estate planning education and online will creation tools, and can manage held-away retirement accounts like 401(k) plans through specialized technology.

Assets Under Management$320M

Clients424

Advisors2

Avg. per Client$750K

Avg. per Advisor$160M

redwoodwmg.com

Fee Structure

Minimum Investment:$250K

Planning is included in investment management

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.50%

Fees are negotiable and can be higher or lower based on account size, participation in wrap programs, and asset structure complexity.

Fee Estimator

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Location

2 Advisors at this firm

Michael Young

ChFC

William Merriken

Guides: What is Form ADV? The Foundation of Advisor Transparency·How to Read an Advisor's Disclosure Record·How Much Does a Financial Advisor Actually Cost? An Analysis of 10,000+ Fee Disclosures