Firm
Redw Wealth
Albuquerque, New Mexico
Fee-only
Redw Wealth at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 8 advisors are listed here; 4 of 8 hold the CFP.
- Its Form ADV reports 15 employees and 370 individual clients, 107 of them high net worth.
- Its average account is about $974,000 (assets it manages divided by its 892 accounts).
Facts
| Based in | Albuquerque, New Mexico |
|---|---|
| Website | redw.com/wealth (affiliate) |
| Phone | (505) 998-3200 |
Redw Wealth fees
Redw Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $869 million |
| Individual clients | 263 |
| High-net-worth clients | 107 |
| Accounts managed | 892 |
| Employees | 15 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-57516) |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 109446 |