Redesign Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$894,285
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$223,571
About
Redesign Wealth Planning serves individual and high-net-worth clients and offers comprehensive financial planning, discretionary investment management, project-based engagements, hourly planning, and educational seminars and speaking engagements for organizations and the public. The brochure notes these seminars are educational in nature, delivered virtually or in person, and do not provide individualized investment advice to attendees.
The firm emphasizes a passive, low-cost, diversified asset-allocation approach using index mutual funds and ETFs, with discretionary authority to implement and rebalance portfolios in line with client goals, time horizon, risk tolerance, and tax considerations. Investment management is provided only to clients who engage the firm’s comprehensive financial planning service, and accounts are reviewed on a regular basis.
Noteworthy for a solo practitioner, the firm recently ceased using third-party investment managers and now manages client assets directly, and it operates with a very small client base and asset level compared with many peers. The firm’s principal holds a Certified Divorce Financial Analyst (CDFA) credential and operates a separate divorce-consulting business, a specialization disclosed in the brochure as a potential conflict of interest that may influence services offered to clients facing divorce.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Fee options
Project-Based Financial Planning fees range from $700 up to $5,000 with minimum 2.5 hours
$0 - $2,000,000: 1.00% $2,000,001+: 0.40%
Hourly Financial Planning at $275/hour
Minimum fee: Minimum annual fee of $4,800 for Comprehensive Financial Planning; Minimum annual fee of $5,000 for combined Comprehensive Financial Planning and Investment Management Services Fee-only: Comprehensive Financial Planning and Investment Management fees; Project-Based Financial Planning fees; Hourly Financial Planning at $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:
-
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.
-
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
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