Firm
Red Sky Financial Planning, LLC
Wilsonville, Oregon
Fee-only
Red Sky Financial Planning, LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 59 individual clients, 28 of them high net worth.
- Its average account is about $267,000 (assets it manages divided by its 138 accounts).
- Its ongoing planning fee starts at $8,000 a year, above the Oregon median of $5,000.
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Wilsonville, Oregon |
|---|---|
| Website | redskyfinancialplanning.com |
| [email protected] | |
| Phone | (503) 703-6765 |
Red Sky Financial Planning, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,000 a year |
|---|---|
| Asset-based fee | 0.3% to 0.6% a year |
| How it charges | Flat fee · Percentage of assets · Ongoing planning fee |
In the firm's words
"single clients are typically quoted a fee of $8,000 per year" source
"More than $3,000,000 0.30%" source
"$750,000 to $1,500,000 0.60%" source
"Clients with managed portfolios greater than $750,000 are assessed an additional asset-based fee using the following schedule." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 31 |
| High-net-worth clients | 28 |
| Accounts managed | 138 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 297597 |