Firm
Raise Financial Advisors
Oakland, California
Fee-only
Raise Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 49 individual clients, 8 of them high net worth.
- Its average account is about $106,000 (assets it manages divided by its 171 accounts).
- Its ongoing planning fee starts at $4,200 a year, below the California median of $6,000.
- Its hourly rate of $325 is in line with the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Oakland, California |
|---|---|
| Website | raisefinancialadvisors.com |
| [email protected] | |
| Phone | (510) 410-8933 |
Raise Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,200 a year |
|---|---|
| One-time plan | From $600 |
| Hourly | $325 an hour |
| Asset-based fee | 0.7% to 1% a year |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly · Flat fee |
In the firm's words
"$1,050 per quarter" source
"$600 flat fee" source
"The hourly fee is $325, with a two hour minimum." source
"0.7% - 1% of assets*" source
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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $18 million |
| Individual clients | 41 |
| High-net-worth clients | 8 |
| Accounts managed | 171 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | January 28, 2026 |
| SEC record | CRD 311515 |