A complete list of active advisors currently associated with Rain or Shine Planning, LLC

Warmer can help you find a great advisor at Rain or Shine Planning, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Rain or Shine Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.