Wealthrise Financial Planning

Wealthrise Financial Planning at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 98 individual clients, 56 of them high net worth.
• Its average account is about $399,000 (assets it manages divided by its 341 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Wealthrise Financial Planning fees

Wealthrise Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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 (2)

• Kelly Doyle

• Shelley Murasko

  CFP

Other fee-only firms in Carlsbad

• Beacon Financial Management
• Birchwood Capital LLC
• Carlsbad Wealth Advisory Group
• Harnett Investment Advisers
• Inspiration Financial Planning LLC
• Kelly Investment Management
• Meritage Wealth Management LLC
• MKT Advisors

Fee-only advisors in California