Rede Wealth, LLC fees and pricing

Financial planner in Charlottesville, Virginia. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 24, 2026, Rede Wealth, LLC charges an annual fee of up to $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: Up to $10,000/yr; “Alternatively, clients may pay a flat fee for management ranging from $0 - $10,000 annually, depending upon the size and composition of a client’s portfolio and the type of services rendered.”

Payment and refund terms, quoted from the fee section of the brochure.

“The annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Rede Wealth on the last day of the previous billing period.”
“In the event the advisory agreement is terminated, the fee for the final billing period is prorated through the effective date of the termination and the outstanding or unearned portion of the fee is charged or refunded to the client, as appropriate.”
“Alternatively, clients may elect to have Rede Wealth send a separate invoice for direct payment.”

Its annual fee of up to $10,000 spans the Virginia median of $6,350. 33% of the 55 other Virginia planners that publish an annual fee charge less.
2 of the 2 other planners in Charlottesville that publish an annual fee charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.25% a year
Clients: 219
Employees: 4
Works with: Individuals, high net worth individuals, pooled investment vehicles, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $346,105,910
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 173346
Website: redewealth.com (opens in new tab)
Phone: (434) 974-3500

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.