Rise North Capital Investment Advisors fees and pricing
Financial planner in Braintree, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 25, 2026, Rise North Capital Investment Advisors charges a flat or project fee of $1,500-$3,000 and a monthly fee of $250-$400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,000
“Full Financial Plans are offered based on a flat fee between $1,500-$3,000 based on complexity and unique Client needs.”
- Monthly fee
- $250-$400/mo
“Tier Monthly Fee I. $250/month II. $400/month Services Included”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rise North Capital Investment Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and RNCIA’s fees are negotiable.”
- “If cash and/or securities are deposited into or withdrawn from an existing account mid billing period a prorated fee will be charged for that portion of the account.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
How Rise North Capital Investment Advisors’ fees compare
- Its flat or project fee of $1,500-$3,000 is below the Massachusetts median of $4,750. 20% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
- 1 of the 5 other planners in Braintree that publish a flat or project fee charge less.
About Rise North Capital Investment Advisors
- Principal: Sabrina Logan
- Firm size: 14 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2025.
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
- 2% a year
- Clients
- 406
- Employees
- 14
- Works with
- Individuals, high net worth individuals, and other
- 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
- $50,556,312
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336740
- Phone
- (781) 519-6969
Can advise clients in 29 states: Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Maryland, Maine, Michigan, Minnesota, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin
Other planners in Braintree that publish fees
- Dreamfield Planning Group, LLCBraintree$375/hr, $8,500/yr
- Genesis Wealth Advisors, LLCBraintree$500-$5,000
- Kelly Financial Services LLCBraintree$125/qtr, $500/yr
- Little House Capital, LLCBraintree$400/hr, $1,000-$5,000
- MG Financial LLCBraintree$85-$850/hr
- Msa FinancialBraintree$100-$1,000/hr, $1,000-$5,000
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.