Redwing Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$38,441,064
Total clients
105
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
105
Average account size
$366,105
About
Redwing Financial is a solo‑advisor registered investment adviser that serves individuals as well as institutional clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm provides discretionary asset management, comprehensive financial planning, and tailored financial education and coaching, managing about $38.4 million in client assets across roughly 105 accounts.
Redwing customizes investment strategies to clients’ stated objectives and risk tolerances, typically employing fundamental analysis and a mix of mutual funds, ETFs, individual securities and, in limited cases, options. The firm also offers retirement plan consulting — including investment policy development, vendor management and participant education — and operates a wrap fee program that combines portfolio management, trade execution and included planning/education services.
Noteworthy distinctions include firm personnel who also act as registered representatives of a broker‑dealer, allowing the adviser to offer brokerage and insurance products alongside advisory services while disclosing procedures to address associated conflicts of interest. Redwing is also the sponsor/manager of its own wrap fee program (with planning and coaching included), and provides a broad set of specialized, education‑focused planning packages and ongoing coaching engagements that go beyond what most solo independent advisers describe in their brochures.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Divorce financial planning
College savings (529s, UTMA, etc.)
Home buying
Retirement income strategy
Demographic focus
Young Families
Newlywed/Engaged
Young Professionals
Fee options
Flat fees for specific services such as resume preparation ($200 - $400) and goal-setting ($250)
$0 - $25,000: 0.00% $25,000 - $100,000: 1.00% - 1.25% $100,000 - $500,000: 0.75% - 1.25% $500,000 - $1,000,000: 0.75% - 1.15% $1,000,000+: 0.50% - 1.00%
Clients may engage Investment Advisor Representatives as registered representatives of LPL Financial for brokerage commissions; commissions vary and are charged by LPL Financial
Hourly financial planning and coaching services at $250/hour; advisor coaching at $300/hour
Account minimum: $25,000 Fee-only: Financial planning, education and coaching fees range from $250/hour (hourly) to $7,500/year (business planning); various fixed fees and annual fees for specific plans ($750 to $2,500 per year); a la carte coaching fees $300/hour and flat fees from $200 to $400
Main office location
Redwing Financial
800 West 5 Th Avenue, Suite 213
Naperville IL 60563, United States
Number of offices
1
Most active in
Redwing Financial has reported serving >5 clients in these states in the last 12 months.
Illinois
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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
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.
-
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
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