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.risecg.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 structured as a limited liability company. The firm serves both individual and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Its billing options include a percentage-of-assets fee, hourly charges, and fixed fees. Rise Retirement is not positioned as a capital allocator and does not identify as an active ESG investor. The adviser operates under a domestic ownership structure and is not affiliated as a related adviser or multi-state adviser in the data provided.