Valerie Lemmon
Ridgewood Investments · Springfield, New Jersey
Valerie Lemmon is a fee-only financial advisor at Ridgewood Investments in Springfield, New Jersey, who holds the CFA credential. Valerie focuses on retirement planning, estate & legacy planning and family wealth transfer. Ridgewood Investments reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Ridgewood Investments |
|---|---|
| Based in | Springfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $419.2M across 576 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA · CRD 4250769 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.ridgewoodinvestments.com |
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Questions about Valerie
Is Valerie Lemmon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Valerie holds no broker registration, and Ridgewood Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Valerie charge for financial advice?
Valerie's firm, Ridgewood Investments, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Valerie Lemmon based?
Valerie Lemmon is based in Springfield, New Jersey.
What does Valerie specialize in?
Valerie's specialties include retirement planning, estate & legacy planning and family wealth transfer. Valerie works with high earners and multi-generational families.
What credentials does Valerie Lemmon hold?
Valerie Lemmon holds the CFA credential.
Is Valerie Lemmon registered with the SEC?
Yes. Valerie Lemmon is registered as an investment adviser representative in CA (CRD 4250769), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgewood Investments manage?
Ridgewood Investments reports $419.2M across 576 accounts in assets under management.
How do I contact Valerie Lemmon?
Through Valerie's website, www.ridgewoodinvestments.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
- Ridgewood Investments 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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