SCOTCH PLAINS, NJCRD 291250Latest ADV April 1, 2026
Redwood Financial Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scotch Plains, NJ. Its latest Form ADV filing, dated April 1, 2026, reports $389M in regulatory assets under management, 4 employees, 1 office, and 1,454 accounts.
Assets Under Management
$389M
Employees
4
Offices
1 office
Total Clients
634
Primary office
SCOTCH PLAINS, NJ
1812 FRONT STREET, SCOTCH PLAINS, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.9% of total clients.
Top client categories% of clientsClients
1
Individuals
92.9%
589
2
HNWI
5.0%
32
3
Pension Plans
2.1%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$389Mas of April 1, 2026
Discretionary100.0%
$389M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$389M
Total Accounts1,454
10Y AUM Change+$288M (+283.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee159:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.