Firm
Upraise Wealth Advisory
Annapolis, Maryland
Fee-only
Upraise Wealth Advisory at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients, 3 of them high net worth.
- Its average account is about $209,000 (assets it manages divided by its 30 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Annapolis, Maryland |
|---|---|
| Website | upraisewealth.com |
| Phone | (410) 703-5975 |
Upraise Wealth Advisory fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"Fixed fee rates range from $2500 to $10,000 for a full engagement." source
"$0 - $500,000 1.25%" source
"This fee is based on your percentage of assets under management." source
"We charge a fixed fee for Project-Based Financial Planning." 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 · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 7 |
| High-net-worth clients | 3 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 337661 |