Rose City Investment Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rose City Investment Consulting provides comprehensive financial planning and investment advice to high-net-worth individuals, professionals, business owners, corporate executives and retirees through a fixed-fee retainer service. The firm is fee-only and does not accept commissions or performance-based fees.
The firm’s offering centers on evaluating existing investments, constructing and suggesting portfolios, ongoing monitoring and periodic reporting, while clients retain custody and execution responsibility for any trades. Advice is grounded in fundamental analysis and active asset-allocation recommendations, with portfolio reviews and rebalancing suggested at least annually or more often when circumstances change.
What is distinctive is the firm’s planning-only structure: it does not manage client assets on a discretionary basis, does not charge percentage-of-assets-under-management fees, and does not maintain custody or implement transactions for clients — an arrangement that is less common among independent advisers. The principal’s combined CFP®, CPA and PFS credentials and the firm’s focus on serving higher-net-worth and professional clients further differentiate its practice model from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fee-only: Fixed Fee Retainer Service with a quoted fixed fee per annum based on client complexity; paid quarterly in advance at 1/4 of annual fee each quarter. Exact fee amount is individually quoted per client.
Main office
Portland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Online Financial Planning Services · Rose City Investment Consulting 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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