Rain Or Shine Planning, LLC fees and pricing
Financial planner in Portland, Oregon. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated July 2, 2026, Rain Or Shine Planning, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 2, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Our hourly rate is $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rain Or Shine Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We charge our fees quarterly in arrears (after services are provided).”
- “Fees are negotiable and the final agreed upon fee will be described in your Advisory Contract.”
- “Any prepaid but unearned fee will be prorated and refunded to the client.”
How Rain Or Shine Planning, LLC’s fees compare
- Its hourly rate of $350 is above the Oregon median of $250. 72% of the 123 other Oregon planners that publish an hourly rate charge less.
- 25 of the 34 other planners in Portland that publish an hourly rate charge less.
About Rain Or Shine Planning, LLC
“We offer investment management, financial planning, educational seminars, and speaking engagements.”
- Principal: Casie Dunning
- Firm size: 2 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 63
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $58,409,520
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327703
- Phone
- (503) 662-8251
Can advise clients in 2 states: Oregon, Washington
Other planners in Portland that publish fees
- Apm WealthPortland$250/hr, $1,299/mo
- Becker Capital Management, Inc.Portland$100-$500/hr
- Blue Water WealthPortland$2,000-$20,000
- Blueprint Financial Advisors, LLCPortland$250/hr
- Burgess Financial PlanningPortland$360/hr
- CLS Financial Advisors, Inc.Portland$350/hr, $1,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.