RIA Intel›Advisers›Oregon›RED SKY FINANCIAL PLANNING, LLC

RED SKY FINANCIAL PLANNING, LLC

Advisory

OR

Data as of Feb 23, 2026 · Source: SEC Form ADV

Average account

$267K

across 138 accounts

AUM per adviser

$37M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 23, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$37M

Discretionary AUM$37M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients59

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

59 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

BRUNO MOUNTAIN ADVISORY, LLC

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COLLECTIVE WEALTH PLANNING, LLC

$36M

CASCADE FINANCIAL CONCEPTS, INC.

$38M

MAAS CAPITAL ADVISORS, LLC

$38M

INSIGHT FINANCIAL, INC.

$35M

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