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Redwood Financial Network

Updated today

Client assets under management

$258,633,713

Clients

1,012

38% high-net worth

Advisors

8

of 11 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

127

Very High

Average account size

$255,567

About

Redwood Financial Network is a team-based registered investment adviser serving individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and businesses. The firm provides financial planning, discretionary portfolio management, retirement-plan consulting, and implementation services that can include brokerage and insurance products.

Redwood tailors portfolios to client goals and risk tolerances with a disciplined, long-term approach, using periodic rebalancing and tax-aware adjustments; account management is generally discretionary and delivered through programs administered by LPL Financial. It offers a range of delivery models — including wrap-fee and non-wrap management, advisor-overseen robo-advice, model portfolio and separate-account platforms — and provides planning engagements on ongoing, flat-fee, hourly, or subscription bases.

What is distinctive about Redwood is that it is also licensed as an insurance agency and its advisers are registered representatives of LPL, so they can implement insurance solutions and receive brokerage or insurance compensation in addition to advisory fees; the firm discloses these affiliations and that advisers may split time between advisory and broker/insurance activities. Redwood likewise sponsors a wrap-fee program administered through LPL — a less common arrangement among similar team firms — and combines wrap sponsorship with broad access to LPL-sponsored manager and model platforms, a mix that may influence product selection and creates potential conflicts of interest clients should consider.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Cash flow / budgeting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Flat Fee Financial Planning services ranging from $500 to $5,000 depending on scope and complexity.

Percentage

0.50% to 2.5% annually (negotiable fee range for asset management services)

Commissions

Certain IARs receive commissions for insurance products and brokerage products sold through LPL as registered representatives.

Project-based

Hourly Financial Planning fees up to $400 per hour.

Subscriptions

Subscription Fees range from $100 to $2,000 annually, billed quarterly in advance.

Other

Account minimum: $250,000 Minimum fee: Financial Planning Services fees normally range from $1,000 to $5,000 per year; Flat Fee Financial Planning ranges from $500 to $5,000; Hourly Financial Planning up to $400/hour; Subscription Fees range from $100 to $2,000 annually. Fee-only: Financial Planning and Consulting services offered via flat fees, hourly fees, and subscription fees.

Main office location

Redwood Financial Network

30285 Bruce Industrial Parkway, Suite A

Solon OH 44139, United States

Number of offices

4

Most active in

California · Florida · Georgia · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Texas

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Nathan M

Series 66

Sarasota, FL

Redwood Financial Network

Nathan Maciejowski is a financial advisor with Redwood Financial Network in Sarasota, FL, holding a Series 66 designation and 13 years of industry experience. He has been with Redwood Financial Network and LPL Financial since 2014. Redwood Financial Network is a team-based advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with a customized, long-term investment approach.

Cash flow / budgeting Founder/Business Owner Retired
user avatar

William G

Series 63, Series 65

Solon, OH

Redwood Financial Network

William Gordon is a financial advisor with Redwood Financial Network in Solon, Ohio, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Redwood Financial Network since 2011 and has also worked with LPL Financial since 2005. Outside of his advisory role, Gordon personally funds an annual scholarship through Redwood Financial Network. Redwood Financial Network is a team-based SEC-registered advisory firm with eight advisors and approximately $226 million in assets under management. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible fee arrangements. Their investment approach focuses on customized, long-term portfolio construction aligned with client goals, risk tolerance, and time horizons, implemented through a combination of in-house management and LPL-sponsored platforms.

Cash flow / budgeting Founder/Business Owner Retired
user avatar

Anne Catherine V

Series 63, Series 65

Central Point, OR

Redwood Financial Network

Anne Catherine Vinickas is a financial advisor with Redwood Financial Network, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has worked at Redwood Financial Network and LPL Financial since 2019 and previously spent 14 years at Valic Financial Advisors. Vinickas operates a wealth advisory business as a sole member entity in Central Point, Oregon. Redwood Financial Network is a team-based advisory firm managing approximately $226 million in assets for individuals, pension plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction with a combination of in-house management and LPL-sponsored platforms, offering a range of financial planning and retirement consulting services.

Cash flow / budgeting Founder/Business Owner Retired
user avatar

William H

Series 63, Series 65

Solon, OH

Redwood Financial Network

William Hope is a financial advisor with Redwood Financial Network in Solon, Ohio, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Redwood Financial Network since 2017 and previously held roles at LPL Financial, Century Securities Associates, and PNC Bank. Redwood Financial Network is a team-based SEC-registered advisory firm managing approximately $226 million in assets for individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm provides comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting, utilizing a customized, long-term investment approach with multiple platform options and a licensed insurance agency component.

Cash flow / budgeting Founder/Business Owner Retired
user avatar

Dan K

Series 66

Solon, OH

Redwood Financial Network

Dan Kopcak is a financial advisor at Redwood Financial Network with nine years of industry experience. He holds a Series 66 designation and has worked at Redwood Financial Network and LPL Financial since 2017. Prior to that, he was employed at W&S Brokerage Service and Western and Southern Life from 2015 to 2017. Redwood Financial Network is a team-based SEC-registered advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, offering comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with a customized, long-term investment approach.

Cash flow / budgeting Founder/Business Owner Retired
user avatar

Ryan B

Series 66

Solon, OH

Redwood Financial Network

Ryan Bailey is a financial advisor with Redwood Financial Network in Solon, Ohio, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at JP Morgan Chase Bank and JP Morgan Securities, as well as service in the U.S. Army (OHARNG) for 14 years. Redwood Financial Network is a team-based advisory firm with eight advisors and approximately $226 million in assets under management. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, offering customized financial planning and discretionary portfolio management through a combination of in-house management and multiple LPL-sponsored platforms.

Cash flow / budgeting Founder/Business Owner Retired
user avatar

Sunwook J

CFP®, Series 63, Series 65

Solon, OH

Redwood Financial Network

Sunwook Jin is a CFP® professional with 26 years of industry experience, currently serving at Redwood Financial Network since 2011. He also has a lengthy affiliation with LPL Financial beginning in 2010. Jin is the author of a financial self-help book titled "There are no do-overs at retirement" and is involved in operating a tax preparation and accounting service as president of Proactive Accounting & Tax Services. Redwood Financial Network is a team-based advisory firm with eight advisors managing approximately $226 million in assets. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and businesses, providing comprehensive financial planning, discretionary portfolio management, and retirement-plan consulting with flexible planning arrangements. Their investment approach centers on customized, long-term portfolio construction aligned with client goals and risk tolerance, utilizing a combination of in-house management and LPL-sponsored platforms.

Cash flow / budgeting Founder/Business Owner Retired
user avatar

Helen H

Series 63, Series 65

Solon, OH

Redwood Financial Network

Helen Hartman is a financial advisor at Redwood Financial Network with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Redwood and LPL Financial since 2014. Her role includes offering long-term care and disability insurance products. Redwood Financial Network is a team-based advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on customized, long-term portfolio construction and provides a range of financial planning and retirement-plan consulting services through both in-house management and LPL-sponsored platforms.

Cash flow / budgeting Founder/Business Owner Retired
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