James Karberg
Redw Wealth · Phoenix, Arizona
James Karberg is a fee-only financial advisor at Redw Wealth in Phoenix, Arizona, who holds the CFP credential. Redw Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Redw Wealth |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $869.2M across 892 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, NM, OR, TX · CRD 4125416 |
| Exams passed | Series 66 (2000) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | redw.com/wealth (affiliate) |
How James's firm compares
- Redw Wealth's average account is about $974,000, from its Form ADV (assets managed divided by 892 accounts).
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Questions about James
Is James Karberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Redw Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Redw Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Karberg based?
James Karberg is based in Phoenix, Arizona.
What credentials does James Karberg hold?
James Karberg holds the CFP credential.
Is James Karberg registered with the SEC?
Yes. James Karberg is registered as an investment adviser representative in AZ, NM, OR and TX (CRD 4125416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redw Wealth manage?
Redw Wealth reports $869.2M across 892 accounts in assets under management.
How do I contact James Karberg?
Through James's website, redw.com/wealth (affiliate).
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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