Patrick Cicchetti
I help 7-figure service-based business owners simplify their finances, minimize taxes, and buy back time—so they can focus on life beyond the business.
Ryse Capital Management · Rochester, New York
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.
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Specialties
Who they serve
- 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
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.
Services
- 401(k) & IRA Management
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Debt Management
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Wealth Management
- Tax Strategy
- Stock Option Planning
- Social Security Planning
- Risk Management
- Retirement Planning
- Portfolio Rebalancing
- Portfolio Management
- Philanthropic Planning
- Pension Planning
- Liquidity & Exit Planning
- Investment Management
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 |
| Assets under management | Under $25M |
| Firm founded | 2024 |
| Firm size | 1 employee |
| Investment approach | Active management · Blend of both |
| SEC registration | Investment adviser representative in NY · CRD 7324758 |
| Exams passed | Series 63 (2021) · Series 66 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rysecapitalmanagement.com |
Request an introduction to Patrick
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Questions about Patrick
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- Public advisor directory : listed as fee-only
- Ryse Capital Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 25, 2026.
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