Redesign Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$894,285
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$223,571
About
Redesign Wealth Planning provides comprehensive, project-based, and hourly financial planning and discretionary investment management to individual and high-net-worth clients. Investment management is available only to clients who engage the firm for its comprehensive financial planning service rather than as a standalone offering.
The firm’s portfolio approach emphasizes passive, low-cost, diversified ETFs and mutual funds with attention to tax efficiency and client-imposed restrictions, and it conducts periodic rebalancing and monitoring. Redesign also uses outside managers (for example, GeoWealth) for some accounts and incorporates due diligence on managers’ holdings, strategies, and compliance into its ongoing reviews.
As an early-stage registered adviser, Redesign reported no assets under management as of March 2025 and structures its investment services around ongoing planning relationships. The principal’s background in healthcare and insurance informs services such as employee benefits optimization and business- planning, and the firm offers educational seminars and speaking engagements for groups—an offering that is less common among independent advisers—delivered virtually or in person.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
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.
Main office location
Redesign Wealth Planning
Robertsdale AL, United States
Number of offices
1
Most active in
Redesign Wealth Planning has reported serving >5 clients in these states in the last 12 months.
Alabama
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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