Firm
Rising Financial
Minneapolis, Minnesota
Fee-only
Rising Financial at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 54 individual clients, 5 of them high net worth.
- Its average account is about $56,000 (assets it manages divided by its 217 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the Minnesota median of $2,100.
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Minneapolis, Minnesota |
|---|---|
| Website | rising-financial.com |
| [email protected] | |
| Phone | (612) 315-9151 |
Rising Financial 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 $5,000 a year |
|---|---|
| One-time plan | From $1,999 |
| How it charges | Ongoing planning fee · One-time plans or projects |
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 49 |
| High-net-worth clients | 5 |
| Accounts managed | 217 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 322105 |