Raise Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“One-Time Financial Planning Hourly Fee Hourly Financial Planning engagements are offered at an hourly rate of $325 per hour.”

Flat or project fee

$600

“Ninety-Minute “Ask Us Anything” Session Ninety-Minute “Ask Us Anything” sessions are offered for a fixed fee of $600.”

Quarterly fee

$1,050/qtr

“Ongoing Financial Planning Ongoing Financial Planning consists of a one-time upfront charge of $200 and an ongoing fee that is paid quarterly, in arrears, at the rate of $1050 per quarter.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Raise Financial Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Raise Financial Advisors LLC’s fees compare

• Its hourly rate of $325 is above the California median of $300. 56% of the 932 other California planners that publish an hourly rate charge less.
• 9 of the 14 other planners in Oakland that publish an hourly rate charge less.
• Its flat or project fee of $600 is below the California median of $5,000. 6% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 11 other planners in Oakland that publish a flat or project fee charge less.

About Raise Financial Advisors LLC

• Principal: Patricia Johnson
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$650 minimum fee (stated in brochure)

Clients

49

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$18,103,195

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311515

Website

raisefinancialadvisors.com (opens in new tab)

Phone

(510) 410-8933

Other planners in Oakland that publish fees

• Brooker Wealth ManagementOakland$200⁠-⁠$275/hr
• Communitas Financial Planning PBCOakland$300/hr, $600⁠-⁠$6,000
• Contango Wealth Management LLCOakland$250⁠-⁠$325/hr, $750⁠-⁠$5,000
• Ella Financial AdvisingOakland$400/hr, $10,000⁠-⁠$30,000
• Gibson Monroe Wealth AdvisorsOakland$5,000⁠-⁠$20,000
• Global Investment CompanyOakland$375/hr

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