A complete list of active advisors currently associated with Redesign Wealth Planning
Warmer can help you find a great advisor at Redesign Wealth Planning or one who fits your needs even better.
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.
To learn more about the advisors currently working at Redesign Wealth Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Robertsdale, AL
| 1
|
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