Redeem Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Redeem Wealth Management provides investment advisory services to retail clients, offering discretionary portfolio management and ongoing financial planning and consulting. The firm serves individual and high‑net‑worth clients and implements strategies directly or through separate managed accounts, third‑party money managers, or unified managed account programs when appropriate.
Investment decisions are executed on a discretionary basis by its Investment Adviser Representatives, who monitor accounts and may impose client‑directed restrictions; the firm may allocate to ETFs and outside managers and typically uses a national custodian for trade execution and custody. Redeem discloses that its percentage‑of‑assets fee structure and certain recommendations (such as rollovers or use of third‑party managers) create incentives tied to asset levels and addresses these through policies and client disclosure.
Redeem is affiliated with related businesses, specifically Redeem Tax and Redeem Insurance, and some financial professionals are insurance‑licensed and may receive commissions or trail compensation for insurance products—an arrangement the firm identifies as a potential conflict and supervises. The firm also reports affiliations with other investment adviser entities, which is relatively uncommon among peers and may affect recommendations to use affiliated services.
Client services
Expertise
Fee options
Up to $50,000 for stand-alone financial planning (negotiable)
up to 1.35% annually (tiered fee schedule, specific tiers not detailed)
Up to $400 per hour
Main office
2162 E Williams Field Rd Suite 111
Gilbert AZ 85295
Advisors at this office
3
Most active in
Arizona · New Hampshire · Texas
Also doing business as
Redeem Financial Group LLC · Redeem Wealth Management · Redeem.Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
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, holding the ChFC® designation and Series 63 and 66 licenses with 15 years of industry experience. He previously worked at Stewardship Planning, LLC and Stewardship Financial from 2015 to 2021. In addition to his advisory role, he serves as an independent insurance agent and provides legal document preparation services through affiliated entities. Redeem Wealth Management offers investment advisory services to individual and high-net-worth clients, providing discretionary portfolio management and financial planning. The firm employs strategies involving ETFs, third-party money managers, and unified managed account programs, with investment decisions made on a discretionary basis by its advisers.
Lynnae B
CFP®, Series 65
Gilbert, AZ
Redeem Wealth Management
Lynnae Brown is a CFP® with two years of industry experience, currently serving as an advisor at Redeem Wealth Management. Her prior roles include five years at Pathstone and positions at Professional Tax and Financial Services and Cornerstone Advisors. Redeem Wealth Management provides investment advisory services to retail and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm utilizes a range of strategies including separate managed accounts and third-party managers, with investment decisions executed on a discretionary basis.
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 has previously worked at Personal Capital Advisors Corporation, Financial Engines Advisors L.L.C., and Fidelity Investments. Houston is based in Gilbert, AZ. Redeem Wealth Management provides investment advisory services to individual and high-net-worth clients, offering discretionary portfolio management and ongoing financial planning. The firm uses a range of strategies, including third-party managers and unified managed account programs, and executes investment decisions on a discretionary basis.
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