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Redeem Wealth Management

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Client assets under management

$100,413,695

Clients

224

16% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

75

High

Average account size

$448,275

About

Redeem Wealth Management serves individual clients (including high‑net‑worth individuals), small businesses, and retirement plan sponsors with comprehensive financial planning, portfolio management, periodic educational workshops, and investment consultation. The firm also offers personal tax return preparation through a third‑party accounting/bookkeeping firm and coordinates estate‑planning work with outside attorneys or scrivener services.

Investment advice blends fundamental and quantitative analysis within a generally long‑term, globally diversified framework and may employ active management or indexed strategies; portfolios are managed on a discretionary or non‑discretionary basis with regular monitoring and rebalancing. Redeem routinely leverages third‑party platforms and sub‑advisors — including an institutional Betterment program for certain accounts and Pontera to implement allocation changes in held‑away retirement accounts (401(k)s, HSAs) — rather than handling all trading internally.

What is notable relative to many peers is the firm’s set of external affiliations and ancillary services: a firm principal controls an affiliated insurance agency through which insurance products are offered and commission compensation may be earned (a disclosed conflict of interest), and the firm provides tax‑return preparation via an external accounting provider, a service less commonly offered by similar advisors. Redeem’s formal use of sub‑advisors and an order‑management service to manage held‑away assets reflects an operating model that integrates other advisory and technology providers more than is typical for firms of its size.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement withdrawal strategies

Fee options

Fixed

Fixed fees for financial planning engagements ranging from $500 to $100,000

Percentage

$0 - $250,000: 1.35% annually $250,001 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $2,500,000: 0.85% annually $2,500,001 - $5,000,000: 0.80% annually Over $5,000,000+: Negotiable

Commissions

Insurance commissions earned by a licensed insurance agent affiliated with the firm, separate from advisory fees

Subscriptions

Monthly retainer fees ranging from $200 to $10,000 for ongoing financial planning services

Other

Fee-only: Financial planning fixed fees ranging from $500 to $100,000; monthly fees from $200 to $10,000; estate planning fees negotiable per engagement; personal tax return preparation fees determined case-by-case

Main office location

Redeem Wealth Management

2162 E Williams Field Rd Suite 111

Gilbert AZ 85295, United States

Number of offices

1

Most active in

More info

Arizona · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 480-680-7975

Advisors at this firm

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user avatar

Jeremy S

ChFC®, Series 63, Series 66

Gilbert, AZ

Redeem Wealth Management

Jeremy Sharp is a financial advisor at Redeem Wealth Management in Gilbert, Arizona, with 15 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 66. In addition to his advisory role, Sharp is an independent insurance agent and manages legal document preparation services through Stewardship Planning, LLC. Redeem Wealth Management serves individuals, small businesses, and retirement-plan sponsors by providing financial planning, portfolio management, retirement-plan assistance, and tax preparation services via third-party providers. The firm employs a globally diversified, long-term investment approach that integrates fundamental and quantitative analysis, combining active management with modern portfolio theory.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement withdrawal strategies
user avatar

Lynnae B

CFP®, Series 65

Gilbert, AZ

Redeem Wealth Management

Lynnae Brown is a CFP®-certified financial advisor at Redeem Wealth Management with two years of industry experience. Prior to joining Redeem Financial Group in 2025, she worked at Pathstone for five years. Redeem Wealth Management serves individuals, small businesses, and retirement-plan sponsors by providing financial planning, portfolio management, retirement-plan assistance, and tax-return preparation services through a third-party provider. The firm uses a globally diversified, long-term investment approach combining fundamental and quantitative analysis, with active management and modern portfolio theory techniques.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement withdrawal strategies
user avatar

Houston F

Series 63, Series 66

Gilbert, AZ

Redeem Wealth Management

Houston Friend is a financial advisor at Redeem Wealth Management with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Personal Capital Advisors Corporation, Financial Engines Advisors L.L.C., and Fidelity Investments. Redeem Wealth Management serves individuals, small businesses, and retirement-plan sponsors by providing financial planning, portfolio management, retirement-plan assistance, and educational workshops. The firm uses a combination of fundamental and quantitative analysis within a diversified, long-term asset allocation framework and integrates discretionary portfolio management with third-party platforms and sub-advisors for implementation.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) Retirement withdrawal strategies
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