Real Agency Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,030,760
Total clients
20
35% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$801,538
About
Real Agency Wealth provides investment management and financial planning primarily for high‑net‑worth individuals and employer‑sponsored retirement plans, rather than for non‑high‑net‑worth retail clients. Services include discretionary portfolio management, comprehensive financial planning (project‑based or ongoing), retirement plan consulting and management, and educational seminars and speaking engagements.
The firm builds portfolios using asset‑allocation principles and a mix of active and passive strategies, with attention to tax efficiency, liquidity, and long‑term objectives. For plan sponsors it offers ERISA 3(38) style investment management — including investment policy design, fund selection, fee analysis, participant education, and vendor reviews — and integrates ongoing financial planning with managed accounts.
Compared with many independent advisers, Real Agency Wealth’s formal retirement plan fiduciary services alongside household wealth management is a notable distinction. The firm operates on a fee‑only basis, offers socially conscious investing when requested, and emphasizes a small, hands‑on client roster that supports plan‑level consulting and individualized planning.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
Fee options
Project-Based Financial Planning fees range from $4,000 to $12,000, negotiable
$0 - $720,000: Flat fee of $7,200 annually $720,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $7,000,000: 0.50% $7,000,001+: 0.40%
$325 per hour
Minimum fee: $7,200 annually for clients with less than $720,000 AUM Fee-only: Fee-only compensation from clients, no commissions or sales-based compensation
Main office location
Real Agency Wealth LLC
Beaverton OR, United States
Number of offices
1
Most active in
Real Agency Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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