Redwood Financial Planning, LLC

Redwood Financial Planning, LLC (CRD# 291250) is a financial advisory firm headquartered in Scotch Plains, NJ. They manage $174,612,625 in 1,205 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
1812 Front Street, Scotch Plains, NJ 07076
https://www.linkedin.com/in/jaredsfriedman/
By the Numbers
  • Total Assets Under Management
    175
    MILLION
  • Total Number of Accounts
    1,205
    ACCOUNTS
  • Average Account Value
    $144,907
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MD, NC, NJ, NY, PA, SC, TN, TX, VA, WA

Financial Advisors at Redwood Financial Planning, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Jared Friedman, financial advisor Scotch Plains NJ
Jared S. Friedman
CRD#: 4678181
1812 Front Street, Scotch Plains, NJ 07076

Jared Friedman (CRD# 4678181) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Scotch Plains, NJ and has over 20 years of experience in the finance industry.

2
Paul Macnamara, financial advisor Carlisle PA
Paul Macnamara
CRD#: 2703938
Carlisle, PA

Paul Macnamara (CRD# 2703938) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Carlisle, PA and has over 28 years of experience in the finance industry.

3
Michael McLane, financial advisor Scotch Plains NJ
Michael A. McLane
CRD#: 2948543
1812 Front Street, Scotch Plains, NJ 07076

Michael McLane (CRD# 2948543) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Scotch Plains, NJ and has over 26 years of experience in the finance industry.

4
Colin Dalton, financial advisor Scotch Plains NJ
Colin Dalton
CRD#: 7582069
1812 Front Street, Scotch Plains, NJ 07076

Colin Dalton (CRD# 7582069) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Scotch Plains, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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