# Patrick Cicchetti

> Patrick Cicchetti is a fee-only financial advisor at Ryse Capital Management in Rochester, New York. Patrick charges a flat fee or retainer, hourly fees and a one-time planning fee (ongoing planning from $10,000 a year and one-time plans from $5,000) and focuses on real estate investors, small business owners and retirement planning.

Page: https://find.wellspent.co/advisors/patrick-cicchetti/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Ryse Capital Management
- **Based in:** Rochester, New York
- **Fee model:** Flat fee or retainer; Hourly; One-time planning fee
- **Fees (firm's website):** ongoing planning from $10,000 a year; one-time plans from $5,000
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** Under $25M
- **Specialties:** Real estate investors, Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Sustainable & impact investing, Pension planning, Founders (pre-exit), Tax planning, Flat-fee planning, Estate & legacy planning
- **Works with:** High earners, Ultra high net worth, HENRY (High Earners, Not Rich Yet), Founders, Early-career professionals, Pre-retirees, Retirees, Multi-generational families, Real estate investors
- **CRD:** 7324758 (https://adviserinfo.sec.gov/individual/summary/7324758)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (2021), Series 66 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** www.rysecapitalmanagement.com

## About

Ryse Capital is a flat-fee advisory firm built for 7–8 figure business owners in trades, real estate, fitness, and other service industries. We help owners simplify complex finances, minimize taxes, and build lasting wealth. As a business owner myself, I understand the pressure of managing growth, cash flow, and long-term planning—and I bring that perspective to every relationship.

## Frequently asked questions

### Is Patrick Cicchetti a fee-only financial advisor?

Yes. Patrick Cicchetti is listed in the public advisor directory (listed as fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patrick's firm.

### How does Patrick charge for financial advice?

Patrick charges a flat fee or retainer, hourly fees and a one-time planning fee.

### How much does Patrick charge?

According to Ryse Capital Management's website, checked October 28, 2026: ongoing planning from $10,000 a year; one-time plans from $5,000.

### Where is Patrick Cicchetti based?

Patrick Cicchetti is based in Rochester, New York.

### What does Patrick specialize in?

Patrick's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and sustainable & impact investing. Patrick works with high earners, ultra high net worth, HENRY (High Earners, Not Rich Yet), founders and early-career professionals.

### Is Patrick Cicchetti registered with the SEC?

Yes. Patrick Cicchetti is registered as an investment adviser representative in NY (CRD 7324758), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ryse Capital Management manage?

Ryse Capital Management reports Under $25M in assets under management.

### How do I contact Patrick Cicchetti?

Through Patrick's website, www.rysecapitalmanagement.com.

## Sources

- Public advisor directory: listed as fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.rysecapitalmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.