Firm
Uprise
San Francisco, California
Fee-only
Uprise at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 32 individual clients, 1 of them high net worth.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Francisco, California |
|---|---|
| Website | uprise.us |
| Phone | (415) 226-9347 |
Uprise fees
Uprise 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
| Paid by | Hourly · Fixed fees |
|---|---|
| Individual clients | 31 |
| High-net-worth clients | 1 |
| Employees | 5 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 322959 |