RIO Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RIO Financial Planning provides investment management, financial planning, and educational workshops for individual and high‑net‑worth clients. The firm offers ongoing portfolio management through a sponsored wrap‑fee program and also provides hourly financial planning and no‑cost public seminars and workshops.
RIO tailors investment strategies to each client using a mix of fundamental, technical, and charting analysis and documents client objectives to guide allocation and security selection. Asset management is delivered on a primarily non‑discretionary basis—the firm recommends trades but obtains client approval before execution—and wrap‑program accounts are reviewed on a monthly schedule.
What is distinctive about RIO is its role as a wrap‑fee program sponsor while operating with a relatively small client base and about $7.66 million in assets under management, a combination that is uncommon among peers. The firm also runs free public education events and requires wrap‑program clients to use a designated custodian platform (Altruist), a procedural arrangement that can influence trade execution and brokerage relationships.
Client services
Expertise
Fee options
Financial planning services hourly fee typically ranges from $75 to $150 per hour; negotiable.
Fee-only: Hourly financial planning fees typically range from $75 to $150 per hour; fees are negotiable and may vary based on client needs and complexity.
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Rio Financial Planning · Rio Financial 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.
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