Craig Nelson is a registered investment advisor at Red Sky Financial Planning, LLC, based in Wilsonville, OR, with 7 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 59 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | Included |
| $750K - $1.5M | 0.60% |
| $1.5M - $3.0M | 0.45% |
| $3M+ | 0.30% |
Clients with less than $750,000 in assets under management are assessed a fixed fee based on complexity ($6,000 to $12,000). Fees may be negotiable in certain cases.
Fee Estimator
Contact
Craig Nelson
Location
Wilsonville, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Red Sky Financial Planning, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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