Redesign Wealth Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Financial Planning is available for $275/hour to clients who have completed a planning project with RWP.”

Monthly fee

$400⁠-⁠$833/mo

“Fees are paid either monthly or quarterly, in advance at a rate of $400 - $833.33 per month, or $1,200 - $2,5000 per quarter.”

Annual fee

$4,800/yr

“The minimum annual fee for Comprehensive Financial Planning is $4,800.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Redesign Wealth Planning bills

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

• “Fees may be negotiable in some situations.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 7 Investment Management Services ​ Investment Management services are only offered to Clients who utilize our Comprehensive Financial Planning services.”
• “Our advisory fee is prorated for any partial billing periods during the engagement, including the initial and terminating billing periods.”

How Redesign Wealth Planning’s fees compare

• Its hourly rate of $275 is above the Alabama median of $250. 61% of the 41 other Alabama planners that publish an hourly rate charge less.
• Its annual fee of $4,800 is above the Alabama median of $4,000. 56% of the 16 other Alabama planners that publish an annual fee charge less.

About Redesign Wealth Planning

• Principal: Julie Jenkins
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$4,800 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$894,285

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330748

Website

instagram.com/redesign.wealth.planning (opens in new tab)

Phone

(251) 422-9689

Other planners in Alabama that publish fees

• 6TH Street Advisors, LLCDaphne$150/hr, $1,000⁠-⁠$5,000
• Aja Financial LLCOpelika$500⁠-⁠$1,500
• Allysian Wealth PlanningCullman$300/hr, $2,700⁠-⁠$36,000
• BCR Wealth StrategiesVestavia$1,500⁠-⁠$10,000, $6,250/yr
• BMSS Wesson Wealth SolutionsBirmingham$150⁠-⁠$400/hr, $2,500⁠-⁠$25,000
• Booth FinancialBirmingham$500⁠-⁠$5,000

Compare all 104 planners in Alabama