Red Sky Financial Planning, LLC
Red Sky Financial Planning, LLC (CRD# 297597) is a financial advisory firm headquartered in Wilsonville, OR. They manage $31,555,195 in 131 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management32MILLION
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Total Number of Accounts131ACCOUNTS
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Average Account Value$240,879
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OR
Financial Advisors at Red Sky Financial Planning, LLC
1
Craig Nelson (CRD# 5338590) is an Investment Advisor Representative working at Red Sky Financial Planning, LLC in Wilsonville, OR and has over 16 years of experience in the finance industry.
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