Rain or Shine Planning, LLC
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About
Rain or Shine Planning is a fee-only advisory firm that serves individual clients, including high-net-worth households, providing investment management, ongoing financial planning, project-based planning, and educational seminars or speaking engagements. The two-advisor firm manages roughly $58 million for about 63 clients and offers both discretionary and non-discretionary portfolio management as well as held-away account review services.
The firm’s investment process emphasizes asset allocation and passive indexing, with the ability to incorporate socially responsible (ESG) considerations when requested, and uses Modern Portfolio Theory principles in portfolio construction. Investment management engagements include ongoing financial planning as part of the asset-based fee, while one-time or limited-scope projects are offered on an hourly/project basis.
Compared with peers, Rain or Shine Planning’s brochure highlights a formal educational seminar program (seminars are provided on a limited basis and generally free of charge), a recent fee change that explicitly bundles financial planning into its AUM-based pricing, and a raised minimum account size for managed accounts. The firm also discloses limited custody via standing letters of authorization for transfer arrangements (reporting approximately $29.9 million held under such arrangements) and relies on custodian statements for client reporting rather than providing separate written performance reports.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $3,000,000: 0.75% annually $3,000,000 - $5,000,000: 0.50% annually $5,000,000+: 0.35% annually
$350/hour for Project-Based Financial Planning
Account minimum: $500,000 Fee-only: Project-Based Financial Planning at $350/hour (hourly fee)
Main office
Portland OR
Advisors at this office
2
Most active in
Oregon · Washington
Also doing business as
Rain Or Shine · Rain Or Shine Planning · Rain Or Shine Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jerry D
PFS™, Series 65
Portland, OR
Rain or Shine Planning, LLC
Jerry Davis is a financial advisor at Rain or Shine Planning, LLC in Portland, OR, holding the PFS™ designation and Series 65 license with 16 years of industry experience. He previously worked at Davis & Graves, LLP for 15 years combined and operated his own CPA firm, Jerry J Davis CPA PC, for over three decades. Rain or Shine Planning is a fee-only advisory firm serving primarily individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm emphasizes asset allocation and passive indexing, incorporating ESG factors when requested, and applies Modern Portfolio Theory in its portfolio construction.
Casie D
CFP®, Series 65
Portland, OR
Rain or Shine Planning, LLC
Casie Dunning is a CFP® and Series 65–licensed advisor with five years of industry experience. She is currently with Rain or Shine Planning, LLC and previously worked at firms including Abacus Wealth Partners and Davis & Graves, as well as in roles at Portland Public Schools and Umpqua Bank. Rain or Shine Planning is a fee-only advisory firm serving individual and high-net-worth clients with investment management, financial planning, and educational seminars. The firm employs asset allocation and passive indexing strategies, incorporating ESG considerations when requested, and manages both discretionary and non-discretionary portfolios.
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