Shelley Murasko
Wealthrise Financial Planning · Carlsbad, California
Shelley Murasko is a fee-only financial advisor at Wealthrise Financial Planning in Carlsbad, California, who holds the CFP credential. Shelley charges hourly fees.
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Facts
| Firm | Wealthrise Financial Planning |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Hourly |
| Assets under management | $136.0M across 341 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6370966 |
| Exams passed | Series 66 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthrisefp.com |
How Shelley's firm compares
- Wealthrise Financial Planning's average account is about $399,000, from its Form ADV (assets managed divided by 341 accounts).
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Questions about Shelley
Is Shelley Murasko a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shelley holds no broker registration, and Wealthrise Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shelley charge for financial advice?
Shelley charges hourly fees.
Where is Shelley Murasko based?
Shelley Murasko is based in Carlsbad, California.
What credentials does Shelley Murasko hold?
Shelley Murasko holds the CFP credential.
Is Shelley Murasko registered with the SEC?
Yes. Shelley Murasko is registered as an investment adviser representative in CA and TX (CRD 6370966), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthrise Financial Planning manage?
Wealthrise Financial Planning reports $136.0M across 341 accounts in assets under management.
How do I contact Shelley Murasko?
Through Shelley's website, www.wealthrisefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Carlsbad
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
- Wealthrise Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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