Real Agency Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,030,760
Clients
20
35% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$801,538
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
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Retirement income strategy
Cash flow / budgeting
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 location
Real Agency Wealth LLC
Beaverton OR, United States
Number of offices
1
Most active in
Real Agency Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")