# Redesign Wealth Planning

> Redesign Wealth Planning is a state-registered investment advisory firm in Robertsdale, AL, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 330748
- Filed as: REDESIGN WEALTH PLANNING
- Legal name: Redesign Wealth Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Robertsdale, AL
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330748
- AdvisorCensus page: https://advisorcensus.com/firm/redesign-wealth-planning-robertsdale-al-330748

## Quick answers

**How is Redesign Wealth Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Redesign Wealth Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Redesign Wealth Planning located?**
Redesign Wealth Planning's principal office is in Robertsdale, AL, according to its Form ADV.

**Is Redesign Wealth Planning registered with the SEC or a state?**
Redesign Wealth Planning is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330748.

**How much does Redesign Wealth Planning manage?**
Redesign Wealth Planning reports $894,285 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**Does Redesign Wealth Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330748

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $894,285
- Discretionary: $894,285
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $894,285 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [redesignwealth.com](https://redesignwealth.com)
- Facebook @Redesign-Wealth-Planning
- Instagram @redesign.wealth.planning
- LinkedIn @juliedjenkins

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Redesign Wealth Planning (CRD 330748): Form ADV filing data as of October 2026.