About WEALTHRISE FINANCIAL PLANNING, LLC
WEALTHRISE FINANCIAL PLANNING, LLC is a leading financial planning firm that specializes in providing customized and comprehensive financial solutions to individuals and families. With a team of highly qualified and experienced financial advisors, WEALTHRISE aims to help clients achieve their financial goals and grow their wealth over time.
How does the advisor help clients – Key Takeaways:
- WEALTHRISE offers personalized financial planning services to help clients reach their financial goals.
- The advisors at WEALTHRISE have extensive knowledge and experience in various financial areas such as investments, retirement planning, tax planning, and estate planning.
- The firm values transparency and communication, ensuring that clients are informed and involved in the decision-making process.
- WEALTHRISE takes a holistic approach to financial planning, considering all aspects of a client’s financial situation and creating a comprehensive strategy to meet their needs.
Facts and Insights
Here are some key facts and insights about WEALTHRISE FINANCIAL PLANNING, LLC:
- Assets Under Management: According to their most recent SEC filing from June 2021, WEALTHRISE has approximately $500 million in assets under management.
- Number of Advisors: As of June 2021, the firm has 10 financial advisors on staff.
- Time in Business: WEALTHRISE was founded in 2010, giving them over 10 years of experience in the financial planning industry.
Financial Services Offered
WEALTHRISE offers a wide range of financial services to help clients achieve their financial goals:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Business planning
- Insurance planning
- Charitable giving strategies
Client Types
WEALTHRISE provides financial planning services to the following types of clients:
- Individuals and families
- High net worth individuals
- Business owners
- Retirees
- Young professionals
Fees & Compensation
WEALTHRISE practices fee-only financial planning, which means they do not earn commissions from the sale of financial products. Instead, they charge a fee based on a percentage of a client’s assets under management. This fee structure aligns their interests with those of their clients and ensures that their recommendations are unbiased.
Background
WEALTHRISE was founded by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The firm’s team of financial advisors has diverse backgrounds and expertise, allowing them to provide a wide range of financial services to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. Here are some disclosures to know about WEALTHRISE FINANCIAL PLANNING, LLC:
- None of the firm’s advisors have any disciplinary actions on their record.
- WEALTHRISE has a referral arrangement with a certain investment firm, which means they may receive compensation for referring clients to this firm. However, they always disclose this arrangement to their clients and do not let it affect their recommendations.