Redesign Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Fee options
Comprehensive Financial Planning annual fee range $3,000 to $10,000; Project-Based Financial Planning fees from $700 to $5,000 per project; Educational Seminars fees range from $0 to $1,500 per seminar.
$0 - $2,000,000: 1.00% $2,000,001+: 0.40%
$275/hour for clients who have completed a planning project with RWP.
Fee-only: Comprehensive Financial Planning: $3,000 to $10,000 annually, with an $800 one-time onboarding fee; Investment Management: tiered AUM fees as above; Project-Based Financial Planning: $700 to $5,000 per project; Hourly Financial Planning: $275/hour; Educational Seminars: $0 to $1,500 per seminar.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Redesign Wealth Planning
Robertsdale AL, United States
Number of offices
1
Forms ADV
Quick links
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