Michael Greer
Rise Wealth Partners · Mechanicsville, Virginia
Michael Greer is a fee-only financial advisor at Rise Wealth Partners in Mechanicsville, Virginia. Rise Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Rise Wealth Partners |
|---|---|
| Based in | Mechanicsville, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $72.2M across 533 accounts |
| SEC registration | Investment adviser representative in VA · CRD 5083519 |
| Exams passed | Series 63 (2006) · Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.greerfinancialgroup.com |
| Profile |
How Michael's firm compares
- Rise Wealth Partners's average account is about $136,000, from its Form ADV (assets managed divided by 533 accounts).
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Questions about Michael
Is Michael Greer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Rise Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Rise Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Greer based?
Michael Greer is based in Mechanicsville, Virginia.
Is Michael Greer registered with the SEC?
Yes. Michael Greer is registered as an investment adviser representative in VA (CRD 5083519), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Rise Wealth Partners manage?
Rise Wealth Partners reports $72.2M across 533 accounts in assets under management.
How do I contact Michael Greer?
Through Michael's website, www.greerfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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