Real Agency Wealth LLC
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About
Real Agency Wealth provides investment management and financial planning primarily for high‑net‑worth individuals and employer‑sponsored retirement plans, rather than for non‑high‑net‑worth retail clients. Services include discretionary portfolio management, comprehensive financial planning (project‑based or ongoing), retirement plan consulting and management, and educational seminars and speaking engagements.
The firm builds portfolios using asset‑allocation principles and a mix of active and passive strategies, with attention to tax efficiency, liquidity, and long‑term objectives. For plan sponsors it offers ERISA 3(38) style investment management — including investment policy design, fund selection, fee analysis, participant education, and vendor reviews — and integrates ongoing financial planning with managed accounts.
Compared with many independent advisers, Real Agency Wealth’s formal retirement plan fiduciary services alongside household wealth management is a notable distinction. The firm operates on a fee‑only basis, offers socially conscious investing when requested, and emphasizes a small, hands‑on client roster that supports plan‑level consulting and individualized planning.
Client services
Expertise
Fee options
Project-Based Financial Planning fees range from $4,000 to $12,000, negotiable
$0 - $720,000: Flat fee of $7,200 annually $720,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $7,000,000: 0.50% $7,000,001+: 0.40%
$325 per hour
Minimum fee: $7,200 annually for clients with less than $720,000 AUM Fee-only: Fee-only compensation from clients, no commissions or sales-based compensation
Main office
Beaverton OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Real Agency Wealth LLC · Timberline Wealth 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
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