Sunnybranch Wealth LLC

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Client assets under management

$30,758,405

Clients

70% high-net-worth

Advisors

of 1 employees

Firm type

Independent

1 advisor with up to 2 employees

Clients per advisor

Typical

Average account size

$1,139,200

About

Sunnybranch Wealth LLC provides fee-only advisory services to individual clients, including high net worth households, offering wealth management, investment management, and financial planning as well as educational workshops and seminars for individuals and organizations. Wealth management is structured for clients with at least $3,000,000 of investable assets while investment management and standalone planning are available for those below that threshold.

The firm is fee-only and typically charges percentage-of-assets fees; it tailors strategies through a structured data-gathering process and implements asset allocation grounded in Modern Portfolio Theory, combining passive and active funds and accommodating ESG or values-based preferences on request. Accounts are generally managed on a discretionary basis with at least quarterly reviews and rebalancing, and the firm may recommend or coordinate with third-party Outside Managers for portions of client portfolios.

Noteworthy distinctions include the addition of educational workshops and seminars as a formal service line and an explicit focus on philanthropic advising, intergenerational wealth transfer, and family governance, supported by advanced philanthropic credentials. The firm provides ongoing financial planning at no additional charge for wealth management clients and discloses an affiliated philanthropic advisory entity that clients may engage for additional compensation, a relationship the firm highlights for transparency.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Business ownership considerations Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals

Fee options

Fixed

Financial Planning Services fixed fee typically ranges from $5,000 to $15,000 per year; Wealth Management Services fixed fee typically ranges from $10,000 to $30,000 per year; Educational Workshops and Seminars fees typically range from $0 to $1,000 per event or participant

Percentage

$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.55% $20,000,001+: Negotiable

Project-based

Financial Planning Services hourly fee typically $500 per hour

Other

Account minimum: $3,000,000 Fee-only: Wealth Management Services fixed fee typically ranges from $10,000 to $30,000 per year; Financial Planning Services fixed fee typically ranges from $5,000 to $15,000 per year; Financial Planning hourly fee typically $500 per hour; Educational Workshops and Seminars fees typically range from $0 to $1,000 per event or participant

Main office location

Sunnybranch Wealth LLC

Portland OR, United States

Number of offices

Most active in

California · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website (503) 214-2281

Advisors at this firm

Talia C

CFP®, Series 63

Portland, OR

Sunnybranch Wealth LLC

Talia Calhoun is a CFP® with three years of industry experience, currently serving as a financial advisor at Corient in Dallas, TX. Her prior experience includes roles at Raymond James Financial Services and Messick Peacock & Associates. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, pension plans, and charitable organizations. The firm employs a team-based investment approach with customized asset allocations and integrates risk management through factor models, stress testing, and ongoing due diligence.

Business ownership considerations Cash flow / budgeting Founder/Business Owner Executive Mid-Career Professionals

Katherine F

CFP®, Series 65

Portland, OR

Sunnybranch Wealth LLC

Katherine Fox is a CFP® and Series 65-licensed financial advisor at Sunnybranch Wealth LLC with six years of industry experience. She previously worked at Arnerich Massena and Wells Fargo. Fox is the founder of Sunnybranch Philanthropy LLC, a firm providing philanthropic advice, and contributes articles on financial planning and charitable giving as a consultant for theSkimm, Inc. Sunnybranch Wealth LLC is a fee-only registered investment adviser serving individual clients, including high-net-worth individuals. The firm offers tailored wealth management and financial planning services grounded in Modern Portfolio Theory, incorporating both passive and active strategies, with additional focus on philanthropic advising and educational workshops.

Business ownership considerations Cash flow / budgeting Founder/Business Owner Executive Mid-Career Professionals

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