Real Agency Wealth is a registered investment advisor founded in 2025 and based in Beaverton, Oregon. Real Agency Wealth offers personalized investment management and financial planning services. For investment management, Real Agency Wealth creates custom portfolios utilizing stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by each client's specific goals, risk tolerance, and tax considerations. For clients with smaller portfolios, Real Agency Wealth offers a flat annual fee option that includes ongoing financial planning. Financial planning services cover a broad range of areas, including retirement planning, tax strategies, estate planning, cash flow and debt management, employee benefits optimization, education funding, and business planning. Real Agency Wealth also provides retirement plan consulting services for employer-sponsored plans. The firm is led by Britton Wellington, who serves as the principal owner and Chief Compliance Officer.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $720K | 1.00% |
| $720K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.50% |
| $7M+ | 0.40% |
Clients with less than $720,000 pay a flat annual fee of $7,200 which includes ongoing financial planning.
