PlannerFees

Red Sky Financial Planning, LLC fees and pricing

Financial planner in Wilsonville, Oregon. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 23, 2026, Red Sky Financial Planning, LLC charges $300 an hour and an annual fee of $8,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“Our hourly rate is $300 per hour.”
Annual fee
$8,000/yr
“A client is quoted a fixed, complexity-based fee of $8,000 per year and engages at the beginning of the quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Red Sky Financial Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Advisory Services (Ongoing) We charge both an initial planning fee as well as an annual fee - payable quarterly in arrears.”
  • “Therefore, the upfront portion of the fee will not be paid more than 6 months in advance.”
  • “Fees may be negotiable in certain cases.”

How Red Sky Financial Planning, LLC’s fees compare

  • Its hourly rate of $300 is above the Oregon median of $250. 55% of the 123 other Oregon planners that publish an hourly rate charge less.
  • Its annual fee of $8,000 is above the Oregon median of $7,750. 52% of the 33 other Oregon planners that publish an annual fee charge less.

About Red Sky Financial Planning, LLC

“We were founded in 2018 and provide fee-only financial planning and investment advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Craig Nelson
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Equity compensation
  • 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
2% a year
Clients
59
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$36,826,326
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
297597
Website
redskyfinancialplanning.com (opens in new tab)
Phone
(503) 703-6765

Other planners in Wilsonville that publish fees

Compare all 227 planners in Oregon

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.