Redw Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225⁠-⁠$650/hr

“Fees are estimated based upon the best estimated amount of time required at standard hourly rates (currently $225 - $650 per hour), as determined by the level of expertise needed, plus applicable out of pocket expenses and taxes.”

Flat or project fee

$3,500

“The minimum fee for a financial plan is $3,500.”

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

How Redw Wealth LLC bills

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

• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”
• “Most fee arrangements are negotiable depending upon size, services requested, and circumstances.”
• “Billing Investment management fees are billed quarterly, in arrears meaning that invoicing occurs after the three-month billing period has ended, unless a flat fee is negotiated in which case billing may occur monthly, quarterly, or annually.”

How Redw Wealth LLC’s fees compare

• Its hourly rate of $225-$650 spans the New Mexico median of $300. 81% of the 26 other New Mexico planners that publish an hourly rate charge less.
• 10 of the 15 other planners in Albuquerque that publish an hourly rate charge less.
• Its flat or project fee of $3,500 is below the New Mexico median of $4,000. 44% of the 16 other New Mexico planners that publish a flat or project fee charge less.
• 4 of the 10 other planners in Albuquerque that publish a flat or project fee charge less.

About Redw Wealth LLC

• Firm size: 15 employees.
• Founded: 1997 (29 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• 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

1.75% a year

Minimum

$3,500 minimum fee (stated in brochure)

Clients

370

Employees

15

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$869,194,004

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109446

Website

linkedin.com/company/redw-wealth-llc (opens in new tab)

Phone

(505) 998-3200

Can advise clients in 16 states: Alaska, Arizona, California, Colorado, Florida, Louisiana, Nebraska, New Hampshire, New Mexico, New York, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Albuquerque that publish fees

• Be Brave Not Broke LLCAlbuquerque$300/hr
• Drucker, David J. Dba Sunset Financial ManagementAlbuquerque$5,000
• Ego Death Financial LLCAlbuquerque$200⁠-⁠$2,160
• Financial Design & ResearchAlbuquerque$300⁠-⁠$600/hr, $3,000
• Hanseatic Management Services IncAlbuquerque$400/hr, $3,000
• Intentional Finance, LLCAlbuquerque$500/hr, Up to $20,000

Compare all 24 planners in Albuquerque