Stephen McNaughton
Rede Wealth · Charlottesville, Virginia
Stephen McNaughton is a fee-only financial advisor at Rede Wealth in Charlottesville, Virginia. Stephen focuses on retirement planning. Rede Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Rede Wealth |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $346.1M across 500 accounts |
| SEC registration | Investment adviser representative in TX, VA · CRD 4418671 |
| Exams passed | Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.redewealth.com |
| Profile |
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Questions about Stephen
Is Stephen McNaughton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Rede Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Rede Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen McNaughton based?
Stephen McNaughton is based in Charlottesville, Virginia.
What does Stephen specialize in?
Stephen's specialties include retirement planning. Stephen works with divorced individuals.
Is Stephen McNaughton registered with the SEC?
Yes. Stephen McNaughton is registered as an investment adviser representative in TX and VA (CRD 4418671), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Rede Wealth manage?
Rede Wealth reports $346.1M across 500 accounts in assets under management.
How do I contact Stephen McNaughton?
Through Stephen's website, www.redewealth.com.
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
- Rede Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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