Rain Or Shine Planning, LLC

Overview

Rain Or Shine Planning, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and offers educational seminars and workshops. Its fee models include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, reflecting a hybrid approach to client engagement. The firm identifies as an active ESG investor, but it is not structured as a capital allocator and does not list pension consulting or related-adviser activities.

Assets & Accounts

Public Holdings

Investments & Alternatives