Rise Up Planning, LLC
Firm details
- Headquarters
- Edwards, Colorado
- CRD number
- 342439
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Rise Up Planning, LLC is a Colorado-registered limited liability company operating as an owner-managed advisory practice. The firm lists core services that include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation structures are flexible: clients may be billed as a percentage of assets under management, by hourly rates, or via fixed fees. The firm indicates it does not pursue ESG investing and is not positioned as a multi-state adviser, remaining registered at the state level in Colorado. Rise Up Planning identifies as an individual-owned business rather than a capital allocator or part of a larger advisory network.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Michelle Martinez
Investment Advisor RepresentativeCRD 2952571
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Edwards, CO
Eagle
Location
Edwards, CO
Headquartered in Edwards, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Eagle
- Address
- 56 Edwards Village Blvd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Peak Investment Advisors, Inc.
RIAColorado Springs, CO
Berenz Wealth Management, LLC
RIALittleton, CO
J D Atkinson
RIAColorado Springs, CO
Guidepost Financial Planning, LLC
RIAFort Collins, CO
Winvest Investments L.P.
RIAMontrose, CO
Walker & Dunlop Investment Partners, Inc.
RIADenver, CO