Casie Dunning is a CFP-designated registered investment advisor at Rain or Shine Planning, LLC, based in Portland, OR, with 5 years of industry experience. Casie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 63 clients with $58M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
This service is only available to clients who have previously worked with Rain or Shine Planning Advisors at previous firms. The minimum fee for any given quarter is $200.00 for the first account plus $25 for each additional account.
Fee Estimator
Location
Portland, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Rain or Shine Planning, LLC
Previous Registrations
Abacus Wealth Partners
Jerry J Davis CPA PC
State Registrations2 states
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