Rise Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$400/hr

“These fees are largely determined by the scope and complexity of the agreed upon services and range from $750 to $25,000 on a fixed fee basis or $200 to $400 on an hourly basis.”

Flat or project fee

$750⁠-⁠$25,000

From the same sentence as above.

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

How Rise Advisors, LLC bills

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

• “The specific terms and fee structure are negotiated in advance and set forth in the Agreement with RISE.”
• “Generally, RISE requires one-half of the financial planning or consulting fee payable upon execution of the Agreement and the balance due at the time the financial plan is delivered or the underlying services are rendered to completion.”
• “Clients may elect to have RISE directly debit fees from a non-qualified account or send them an invoice for payment.”

How Rise Advisors, LLC’s fees compare

• Its hourly rate of $200-$400 spans the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 5 of the 8 other planners in Rochester that publish an hourly rate charge less.
• Its flat or project fee of $750-$25,000 spans the New York median of $4,500. 88% of the 251 other New York planners that publish a flat or project fee charge less.
• 7 of the 7 other planners in Rochester that publish a flat or project fee charge less.

About Rise Advisors, LLC

• Firm size: 9 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning
• Cash flow and budgeting

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

Clients

464

Employees

9

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$441,162,450

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

309760

Website

linkedin.com/company/rise-advisors-llc (opens in new tab)

Phone

(585) 565-3444

Can advise clients in 8 states: Florida, Indiana, Maine, North Carolina, New York, Pennsylvania, Texas, Virginia

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr

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