Redemptive Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Redemptive Wealth Management LLC is a state-registered, fee-only investment adviser that provides comprehensive financial planning, family wealth coordination, and discretionary investment management to individuals, high-net-worth clients, and businesses. The firm’s brochure also discloses services for pooled vehicles and institutional clients and notes that it offers educational seminars and workshops.
The firm follows a model-based, primarily index-oriented approach, implementing asset allocation through model portfolios built mainly from low-cost ETFs, with certain models that include allocations to precious metals and region-specific funds; comprehensive planning is included with its investment advisory service and accounts are reviewed at least quarterly. RWM requires use of a single custodian (Altruist Financial) for all client transactions and delivers a Model Portfolio Disclosure Statement prior to account opening that highlights structural and tax considerations (including PFIC and grantor-trust issues for some precious metals products).
Noteworthy for a solo adviser managing roughly $986,000 in discretionary assets, the firm’s provision of pooled-vehicle and institutional management and its public educational programming are services that are statistically uncommon among independent firms of this size. The brochure also documents formal procedures for senior and vulnerable clients (trusted-contact designations and potential delayed disbursements) and a single-custodian execution model, features that may affect custody reporting and trade execution relative to many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time flat fees of $3,000, $5,000, $7,000, or $10,000 for standalone financial planning projects.
$0 - $999,999: 1.5% $1,000,000 - $4,999,999: 1.25% $5,000,000 - $9,999,999: 1.0% $10,000,000+: 0.75%
$400 per hour for limited-scope consultation and advisory projects.
Account minimum: $100,000 Fee-only: Flat fees of $3,000, $5,000, $7,000, or $10,000 for standalone comprehensive financial planning based on engagement scope; hourly fee of $400 for limited-scope advisory projects.
Main office
Bixby OK
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)