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REDWOOD FINANCIAL PLANNING, LLC

SCOTCH PLAINS, NJ · CRD 291250 · IAPD ↗ · 908-663-2125

$388.8MRegulatory AUM
3Advisory reps
4Employees
198Clients
0Planning clients
0Private funds
12States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
April 2026 — REDWOOD FINANCIAL PLANNING, LLC reported RAUM up 83% ($212.8M -> $388.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2024 — REDWOOD FINANCIAL PLANNING, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
February 2024 — REDWOOD FINANCIAL PLANNING, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
February 2024 — REDWOOD FINANCIAL PLANNING, LLC reported RAUM up 72% ($101.3M -> $174.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.