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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REDWOOD FINANCIAL PLANNING, LLC

CRD 291250

SCOTCH PLAINS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bfdcb2ea-21ad-c748-bd95-133f34594c0b

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Mar 16, 2023 to Apr 1, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=1.0
Regulatory AUM: $389MItem 5.F on the latest filing (2026-04-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $389M
Private client RAUM: $387MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $97.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,454
Individual clients: 589
High net worth clients: 32
SEC number: 801-127675
CRD: 291250
Filings on the tape: 12
First filed: Mar 16, 2023
Latest filed: Apr 1, 2026
Organised: Limited Liability Company, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JARED SCOTT FRIEDMAN	Certified Financial Planner	SCOTCH PLAINS, NJ	8	23	3	no
MICHAEL ALLEN MCLANE	Certified Financial Planner	SCOTCH PLAINS, NJ	6	28	2	yes
PAUL MACNAMARA	n/a	CARLISLE, PA	3	30	3	no
ELEANA TOURIS MCLANE	n/a	SCOTCH PLAINS, NJ	2	39	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRIEDMAN, JARED, SCOTT	PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER	D	yes	06/2010	Mar 16, 2023	May 31, 2024
MCLANE, MICHAEL, ALLEN	CO-PRESIDENT/OWNER	D	yes	03/2021	Mar 16, 2023	May 31, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JARED FRIEDMAN	n/a	n/a	n/a	Y	yes	n/a
MICHAEL MCLANE	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 3 of 4

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$389M	$389M	4	3	1	n/a	n/a
2024	Mar 31, 2025	$213M	$213M	4	3	1	n/a	n/a
2023	Jan 28, 2024	$175M	$175M	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$389M	$213M	82.7%	n/a	n/a	4	4	1	1

Relationships

Registered with (5)

← ELEANA TOURIS MCLANEAdvisorregistration: current employment
Feb 6, 2024 to presentfactForm ADV
← PAUL MACNAMARAAdvisorregistration: current employment
Mar 17, 2023 to presentfactForm ADV
← MICHAEL ALLEN MCLANEAdvisorregistration: current employment
Aug 31, 2020 to presentfactForm ADV
← JARED SCOTT FRIEDMANAdvisorregistration: current employment
Apr 20, 2018 to presentfactForm ADV
← Colin H DaltonAdvisorregistration: previous registration
Oct 13, 2023 to May 31, 2024factForm ADV

Controls (2)

← MCLANE, MICHAEL, ALLENOwnerCO-PRESIDENT/OWNER, ownership code D, individual
Mar 16, 2023 to May 31, 2024factForm ADV
← FRIEDMAN, JARED, SCOTTOwnerPRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 16, 2023 to May 31, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Redwood Financial Planning, Llc reported RAUM $388.8M, up 83% from $212.8M (2025-03-31 to 2026-03-31)
Form ADVobserved 5 days ago
$176M
Occurred
May 31, 2024
Advisor changed firm
Colin H Dalton left Redwood Financial Planning, Llc for Northwestern Mutual Investment Services,Llc (registered 2025-12-01)
Form ADVobserved 5 days ago
Occurred
Mar 16, 2023
First Form ADV filing
Redwood Financial Planning, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bfdcb2ea-21ad-c748-bd95-133f34594c0b
First observed: Mar 16, 2023
Last observed: Apr 1, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REDWOOD FINANCIAL PLANNING, LLC

CRD 291250

SCOTCH PLAINS, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bfdcb2ea-21ad-c748-bd95-133f34594c0b

Data as of Apr 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JARED SCOTT FRIEDMAN

Certified Financial Planner

SCOTCH PLAINS, NJ

MICHAEL ALLEN MCLANE

Certified Financial Planner

SCOTCH PLAINS, NJ

yes

PAUL MACNAMARA

n/a

CARLISLE, PA

ELEANA TOURIS MCLANE

n/a

SCOTCH PLAINS, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRIEDMAN, JARED, SCOTT

PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER

yes

06/2010

Mar 16, 2023

May 31, 2024

MCLANE, MICHAEL, ALLEN

CO-PRESIDENT/OWNER

yes

03/2021

Mar 16, 2023

May 31, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JARED FRIEDMAN

n/a

yes

n/a

MICHAEL MCLANE

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$389M

n/a

2024

Mar 31, 2025

$213M

n/a

2023

Jan 28, 2024

$175M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$389M

$213M

82.7%

n/a