Rise Investment Management, LLC fees and pricing
Financial planner in Chicago, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 13, 2026, Rise Investment Management, LLC charges $250 an hour, a flat or project fee of $250-$15,000, and a monthly fee of $50-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“RISE’s hourly fees are $250/hour advisory related services.”
- Flat or project fee
- $250-$15,000
“Generally, a flat fee is a onetime assessment that may range from $250 to $15,000 or a recurring monthly flat fee that may range from $50 to $1,000.”
- Monthly fee
- $50-$1,000/mo
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rise Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Investment management services are provided for an annualized fee which is prorated and billed monthly or quarterly, in arrears.”
- “The fee may be prorated up or down based on intra-month or intra-quarter contributions and distributions.”
- “We typically deduct investment management fees directly from client accounts on a monthly or quarterly basis, although clients may request an invoice that can be paid by check or other payment method.”
How Rise Investment Management, LLC’s fees compare
- Its hourly rate of $250 is below the Illinois median of $273. 27% of the 215 other Illinois planners that publish an hourly rate charge less.
- 17 of the 54 other planners in Chicago that publish an hourly rate charge less.
- Its flat or project fee of $250-$15,000 spans the Illinois median of $4,500. 75% of the 175 other Illinois planners that publish a flat or project fee charge less.
- 30 of the 41 other planners in Chicago that publish a flat or project fee charge less.
About Rise Investment Management, LLC
“Investment Management, LLC (“RISE Investments”, “RISE”, “we” or “the Firm”) is an independent registered investment advisor and provides fee-only investment management and financial planning and consulting services to its clients which consist of individuals, families, businesses, retirement plans, and non-profit…”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Founded: 2019 (7 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
- Clients
- 44
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications
- Assets managed
- $48,602,968
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333576
- Phone
- (312) 620-4492
Other planners in Chicago that publish fees
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Arena Private WealthChicago$250/hr
- Bayworth CapitalChicago$1,000-$10,000
- Blute Financial CoachingChicago$75/hr
- Bold Vision FinancialChicago$385/hr, $120-$500/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.