Red Sky Financial Planning, LLC
RIASEC Registered
Total AUM
$36.8M
Discretionary
$36.8M
100% of AUM
Avg account
$267K
Accounts
138
Employees
1
Advisory reps
1
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, individually owned RIA organized as an LLC that focuses on individual and family clients. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and lists accounting among its business activities. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. Red Sky does not identify as an active ESG investor, and it is not positioned as a capital allocator or a multi-state adviser.
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
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations