REDWOOD FINANCIAL PLANNING, LLC

Overview

Redwood Financial Planning, LLC operates as an independent registered investment adviser focused on financial planning and portfolio management for individuals, families and small businesses, while also offering selection-of-other-advisers services. The firm is an active capital allocator that blends pooled public funds with third‑party alternative managers rather than emphasizing direct-stock selection. Its fee arrangements include percentage-of-AUM, hourly and fixed-fee engagements, giving flexibility for both ongoing advisory relationships and one‑off planning work. Redwood is not positioned as an ESG investor and maintains broker‑dealer and insurance company affiliations to support execution and product access. Investment activity centers on allocating client capital into mutual funds and other public pooled vehicles for core exposure, while layering alternatives—principally real estate, commodities and oil & gas—through external fund managers to diversify return sources and provide income or inflation protection where appropriate. The firm is registered with the SEC and operated as an individually owned LLC.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices