Redwood Family Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$254,520,412
Clients
226
Advisors
2
across 2 offices
About
Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals (including high net worth clients), charitable organizations, corporations and other businesses. The firm offers both discretionary and non‑discretionary portfolio management, financial planning, and can recommend or monitor third‑party money managers.
Investment advice is tailored to client objectives and may employ a broad set of instruments, including equities, fixed income, mutual funds and ETFs, options, structured products, PIPEs, REITs and Delaware Statutory Trusts; the firm discloses that it may use margin, short sales and derivatives in separately managed accounts. Accounts are monitored and rebalanced on an ongoing basis, and financial planning services are provided in conjunction with portfolio management and supplemented by consultative guidance (including on 1031 exchange considerations).
Several practices distinguish Redwood from many peers: advisors are also registered representatives of Cabot Lodge Securities and may receive transaction‑based compensation (including 12b‑1 fees) in addition to advisory fees, which the firm discloses as a potential conflict of interest. The firm routinely directs brokerage to Raymond James and does not aggregate trades across accounts, and it notes it provides recommendations on 1031/DST investments without facilitating transactions or receiving compensation from providers; the brochure also discloses a resolved disciplinary matter involving an owner.
Client services
Expertise
Fee options
$10,000 - $50,000: 1.50% $50,001 - $100,000: 1.15% $100,001 - $250,000: 1.00% $250,001 - $1,000,000: 0.85% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.35% $10,000,001+: 0.20%
Advisors are registered representatives with a broker-dealer and receive separate compensation including asset-based sales charges, service fees, and 12b-1 fees in connection with securities sales.
$250 per hour for financial planning services, negotiable depending on complexity and scope.
Main office
See office5000 Legacy Dr, Ste 494
Plano TX 75024
Advisors at this office
1
Offices (2)
Most active in
Colorado · Louisiana · New York · Texas
Also doing business as
Redwood Family Wealth · Redwood Family Wealth LLC
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Advisors at this firm
Eric E
Series 66
Golden, CO
Redwood Family Wealth LLC
Eric Eisenhard is a financial advisor with Redwood Family Wealth LLC in Golden, CO, holding a Series 66 designation and nine years of industry experience. He has worked at Raymond James & Associates, XO Wealth Management, and Cabot Lodge Securities LLC, where he is also a registered representative. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, charitable organizations, and businesses. The firm offers tailored portfolio management using a broad range of instruments and provides consultative financial planning alongside ongoing account monitoring and rebalancing.
Philip B
Series 63, Series 65
Plano, TX
Redwood Family Wealth LLC
Philip Brooks is a financial advisor at Redwood Family Wealth LLC with 49 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James & Associates and XO Wealth Management. Brooks also serves as a registered representative at Cabot Lodge Securities. Redwood Family Wealth LLC provides investment advisory and financial planning services to individuals, including high net worth clients, as well as charitable organizations and businesses. The firm offers discretionary and non-discretionary portfolio management using a wide range of instruments, combined with tailored financial planning and consultative guidance.
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