REDWOOD FINANCIAL PLANNING, LLC
CRD #291250 SEC #801-127675 SCOTCH PLAINS, NJ 908-663-2125
SEC Registered Disclosures
Total AUM
$212.8M
Discretionary
$212.8M
Employees
4
Clients
0
Accounts
1,294
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| FRIEDMAN, JARED, SCOTT | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
| MCLANE, MICHAEL, ALLEN | I | CO-PRESIDENT/OWNER | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (12)
CA FL MD NC NJ NY PA SC TN TX VA WA
Address
1812 FRONT STREETSCOTCH PLAINS, NJ 07076
United States
Phone: 908-663-2125