Redesign Wealth Planning

Overview

Redesign Wealth Planning is a small, individual-owned advisory firm that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm offers fee arrangements that include a percentage of assets under management, hourly billing and fixed fees, and supplements advisory work with educational seminars and workshops. Its registered activity indicates a pronounced tilt toward equity exposure and direct portfolio management rather than large-scale capital allocation or third-party alternative fund selection. Redesign Wealth Planning is not an active ESG investor and does not present itself as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices