Phoenix Rising Wealth Management

Facts

Phoenix Rising Wealth Management fees

Phoenix Rising Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (12)

• Carl Kielbasa

• Dennis Berry

• Jonathan Hendler

• Jonathan Melehan

• Justin Lero

• Katrina Robertson

• Lance Purcell

  CFP

• Malissa McNanna

• Matthew Bitter

• Michael Christians

• Richard Kagy

• Tanner Dallas