Rise Financial Partners fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“If the scope of engagement is unclear, or the client wishes to work on an hourly basis, our hourly fee is $400 per hour.”

Flat or project fee

$1,000⁠-⁠$15,000

“The fixed fee can range between $1,000 and $15,000.”

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

How Rise Financial Partners bills

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

• “If RFP serves for less than the whole of any monthly or quarterly period, compensation will be calculated on a pro-rata basis for the period for which RFP has served as an advisor.”
• “Our billing invoice will indicate the total account value used to calculate the advisory fee.”
• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”

How Rise Financial Partners’ fees compare

• Its hourly rate of $400 is above the Florida median of $288. 78% of the 372 other Florida planners that publish an hourly rate charge less.
• 7 of the 11 other planners in St Petersburg that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$15,000 spans the Florida median of $4,900. 73% of the 320 other Florida planners that publish a flat or project fee charge less.
• 7 of the 9 other planners in St Petersburg that publish a flat or project fee charge less.

About Rise Financial Partners

• Firm size: 5 employees.
• Founded: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

155

Employees

5

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions

Assets managed

$70,173,672

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

305637

Website

risewisely.com (opens in new tab)

Phone

(941) 961-8555

Can advise clients in 3 states: Florida, Illinois, Michigan

Other planners in St Petersburg that publish fees

• Advisorplanner, LLCSt. Petersburg$500/hr, $700⁠-⁠$900/yr
• Avid PlanningSt. Petersburg$286⁠-⁠$572/hr
• Bayshore Financial Solutions, LLCSt. Petersburg$250/hr, $1,200
• Burkart Financial Group, Inc.St. Petersburg$200⁠-⁠$350/hr, $500⁠-⁠$3,500
• Cyndeo Wealth PartnersSt. Petersburg$350⁠-⁠$500/hr, $2,500⁠-⁠$25,000
• Elevate Financial Planning and Wealth ManagementSt. Petersburg$1,000⁠-⁠$10,000

Compare all 22 planners in St Petersburg