Rain Dog Financial at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 7 individual clients, 7 of them high net worth.
- Its average account is about $438,000 (assets it manages divided by its 43 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Washington median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellevue, Washington |
|---|---|
| [email protected] | |
| Phone | (425) 440-8777 |
Questions about Rain Dog Financial
How much does Rain Dog Financial charge?
Rain Dog Financial publishes these prices: ongoing planning: from $10,000 a year; asset-based fee: 0.25% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
How is Rain Dog Financial paid?
Rain Dog Financial's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Rain Dog Financial have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Rain Dog Financial.
What is the average account at Rain Dog Financial?
Rain Dog Financial's average account is about $438,000. That's the assets on its Form ADV divided by its 43 accounts.
What does Rain Dog Financial specialize in?
Rain Dog Financial's advisors and website list equity compensation and tax planning.
Is Rain Dog Financial accepting new clients?
Yes, according to Rain Dog Financial's website, checked November 7, 2026.
Rain Dog Financial fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 0.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$2,500 per quarter, plus" source
"0.0625% per quarter of the assets we manage for you (0.25% annually)." source
"Our fee structure is especially efficient for clients with $3-10 million in investment assets or more" source
"$2,500 per quarter, plus" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $19 million |
| High-net-worth clients | 7 |
| Accounts managed | 43 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 18, 2026 |
| SEC record | CRD 328633 |