Redtail Management LLC fees and pricing

Financial planner in Casper, Wyoming. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 3, 2026, Redtail Management LLC charges $100 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100/hr; “The Advisor also offers stand-alone financial planning services at an hourly rate of $100 per hour.”

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

“Fees for Advisory Services Wealth Management Services Wealth management fees are paid in arrears of each calendar quarter, pursuant to the terms of the wealth management agreement.”
“The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”

Its hourly rate of $100 is below the Wyoming median of $250. 8% of the 12 other Wyoming planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2019 (7 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.8% a year
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $32,052,773
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 338754
Website: redtail-management.com (opens in new tab)
Phone: (307) 797-2498

Is something on this page wrong or out of date?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.