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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-21-2024
- Office Locations
- 1
Office Locations
About Redesign Wealth Planning
Redesign Wealth Planning is a fee-only registered investment advisor providing financial planning and investment management focused on women, dual-career couples, and busy professionals who want straightforward guidance. The firm builds customized, tax-aware strategies to organize investments, improve cash flow, and plan for long-term goals, with an education-first, jargon-free approach designed to reduce stress. Custody is supported through Charles Schwab & Co.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
Julie Jenkins
Chief Compliance Officer, Owner
- CRD
- #7898330
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $894,285 | -- |
| Non-Discretionary | $0 | -- |
| Total | $894,285 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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