Rise Retirement, LLC

RIASEC Registered

Total AUM

$71.6M

Discretionary

$48.6M

68% of AUM

Avg account

$207K

Accounts

346

Employees

Advisory reps

Firm details

Headquarters: Lee's Summit, Missouri
CRD number: 299026
Website: www.riseconsultingus.com
Custodians: CHARLES SCHWAB & CO., INC., THE VANGUARD GROUP, INC., JOHN HANCOCK CLEARING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans58.8%
HNWI19.68%
Individuals18.44%
Corporations / Businesses2.93%
Charitable Organizations0.16%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rise Retirement, LLC is an independent registered investment adviser organized as a limited liability company and owned by domestic entity/individual interests. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops. Its billing mixes percentage-of-assets fees with hourly and fixed-fee engagements. Rise Retirement does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator. The firm lists professional connections with an accounting firm and an insurance company as part of its broader referral and service network.