Craig Nelson
Red Sky Financial Planning, LLC · Wilsonville, Oregon
Craig Nelson is a fee-only financial advisor at Red Sky Financial Planning, LLC in Wilsonville, Oregon, who holds the CFP and CPA credentials. Craig charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (ongoing planning from $8,000 a year and 0.3%–0.6% a year of assets managed) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Facts
| Firm | Red Sky Financial Planning, LLC |
|---|---|
| Based in | Wilsonville, Oregon |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · 0.3%–0.6% a year of assets managed |
| Assets under management | $36.8M across 138 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in OR · CRD 5338590 |
| Exams passed | Series 66 (2007) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | redskyfinancialplanning.com |
How Craig's firm compares
- Ongoing planning starts at $8,000 a year, above the Oregon median of $5,000 for fee-only firms that publish prices.
- Red Sky Financial Planning, LLC's average account is about $267,000, from its Form ADV (assets managed divided by 138 accounts).
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Questions about Craig
Is Craig Nelson a fee-only financial advisor?
Yes. Craig Nelson is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Craig's firm.
How does Craig charge for financial advice?
Craig charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Craig charge?
According to Red Sky Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $8,000 a year; 0.3%–0.6% a year of assets managed.
Where is Craig Nelson based?
Craig Nelson is based in Wilsonville, Oregon.
What does Craig specialize in?
Craig's specialties include flat-fee planning, retirement planning, tax planning, estate & legacy planning and equity compensation.
What credentials does Craig Nelson hold?
Craig Nelson holds the CFP and CPA credentials.
Is Craig Nelson registered with the SEC?
Yes. Craig Nelson is registered as an investment adviser representative in OR (CRD 5338590), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Red Sky Financial Planning, LLC manage?
Red Sky Financial Planning, LLC reports $36.8M across 138 accounts in assets under management.
How do I contact Craig Nelson?
Through Craig's website, redskyfinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Red Sky Financial Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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