Red Sky Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,826,326
Clients
59
47% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$624,175
About
Red Sky Financial Planning serves individuals and families—generally professionals, business owners, corporate executives, and retirees—offering fee-only financial planning, discretionary portfolio management, and limited-scope hourly planning projects. The firm’s ongoing planning engagements explicitly include preparation and filing of clients’ federal and state individual tax returns at no additional charge.
The adviser builds financial plans by assessing clients’ goals, cash flow, employee benefits, retirement and estate needs, then developing an investment policy and asset allocation tailored to risk tolerance and objectives. Investment management is primarily passive, implemented with low-cost index mutual funds and ETFs, with periodic rebalancing and attention to tax efficiency and trading costs.
Distinctive for its peer group, the firm’s principal is a licensed CPA with an accounting-focused background, and the practice integrates tax preparation and tax-aware recommendations into planning—an uncommon offering among independent advisory firms. The firm operates as a small, fee-only, state-registered adviser managing roughly $36.8 million for about 59 clients and does not accept third-party sales compensation.
Client services
Financial planning
Portfolio management
Tax preparation
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Wealth management
Occupation focus
Executive
Founder/Business Owner
Demographic focus
Approaching retirement
Retired
Fee options
Initial planning fee payable upfront equal to one quarter of the fixed annual fee (e.g., if fixed fee is $8,000 annually, initial fee is $2,000). Annual fixed fee based on complexity between $6,000 and $12,000.
$0 - $749,999: N/A (fixed fee based on complexity $6,000 to $12,000 annually) $750,000 - $1,499,999: 0.60% annually $1,500,000 - $2,999,999: 0.45% annually $3,000,000+: 0.30% annually
$300 per hour.
Minimum fee: Fixed fee based on complexity between $6,000 and $12,000 annually for clients with less than $750,000 in assets. Fee-only: Fee-only financial planning and investment advisory services.
Main office location
Red Sky Financial Planning, LLC
Wilsonville OR, United States
Number of offices
2
Most active in
Red Sky Financial Planning, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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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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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