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 structured as a limited liability company owned by an individual. The firm focuses on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its published fee options include percentage-of-assets-under-management, hourly billing, and fixed fees. The FINTRX record does not show an SEC registration year and classifies the firm as unclassified; it also indicates the firm is not an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Location & Offices
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
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