Red Sky Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297597
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.45%
- Individuals23.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Red Sky Financial Planning, LLC is an independent registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm provides fee-for-service financial planning and portfolio management for individuals and small businesses, and it also lists accounting among its business activities. Its client billing mixes AUM-based fees with hourly and fixed-fee engagements. The adviser is owner-operated (individual ownership) and does not describe itself as a capital allocator, pension consultant, multi-state adviser, or ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds97%
- Exchange Traded Equities2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Craig Nelson
Owner / Financial PlannerCRD 5338590
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations