Redwood Financial Advisors, Inc

Overview

Redwood Financial Advisors, Inc. is an independently owned registered advisory firm organized as a corporation and headquartered in California. The firm focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Compensation is a mix of percent-of-assets under management, hourly fees, and fixed-fee arrangements. The firm also engages in other financial product sales. Redwood does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices