Rain Or Shine Planning, LLC

Overview

Rain Or Shine Planning, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — allowing flexibility across ongoing wealth management relationships and one-off planning engagements. Service lines include comprehensive financial planning, discretionary and non-discretionary portfolio management, and client education through seminars and workshops. Investment activity is centered on publicly available pooled vehicles rather than direct private capital allocation. The firm identifies as an active ESG investor, so its lineup and manager selection skew toward funds that incorporate environmental, social and governance criteria. Rain Or Shine Planning is not positioned as a capital allocator or pension consultant; it serves a primarily individual and family client base and maintains a relatively concentrated roster of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices