Redwood Financial Planning, LLC
● SEC registered since 2023CRD 291250SEC# 801-127675Scotch Plains, NJ
Reg. AUM
$388.8M
Employees
4
Accounts
1,454
Location
Scotch Plains, NJ
Redwood Financial Planning, LLC assets under management
Redwood Financial Planning, LLC operates as an SEC-registered investment adviser based in Scotch Plains, NJ. The firm has been registered since 2023. It reports $388.8 million in regulatory assets under management and employs 4 people.
Redwood Financial Planning, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jared Scott Friedman Control | President/Owner/Chief Compliance Officer | 50-75% | 2010 |
| Michael Allen McLane Control | Co-President/Owner | 50-75% | 2021 |
Frequently asked questions
How much does Redwood Financial Planning, LLC manage?
Redwood Financial Planning, LLC reports $388.8 million in regulatory assets under management on its Form ADV.
How many employees does Redwood Financial Planning, LLC have?
Redwood Financial Planning, LLC reports 4 employees.
Where is Redwood Financial Planning, LLC located?
Redwood Financial Planning, LLC is based in Scotch Plains, NJ and has been SEC-registered since 2023.
Does Redwood Financial Planning, LLC disclose fund performance?
Redwood Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1812 Front Street, Scotch Plains, NJ 07076 |
| Phone | 908-663-2125 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$388.8M▲ 83%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$388.8Mregulatory AUM
Discretionary $388.8M