Redwood Coast Financial Partners
SEC RegisteredWhat is your financial freedom?
About the firm
Redwood Coast Financial Partners applies traditional values to retirement planning, including portfolio management, risk assessment, investment research, and financial planning that attempt to help meet clients' life goals. The firm is dedicated to strong personal finance decisions that help clients define investment objectives using a disciplined portfolio management process and technology.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, financial planning, and investing, including portfolio management, risk assessment, and investment research.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 984 | $138M |
| High Net Worth Individuals | 3 | $9.1M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 4 | $3.0M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 2.00% |
| $250,001 - $1,000,000 | 1.50% |
| $1,000,001 and Up | 1.00% |
Data as of January 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Redwood Coast Financial Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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