Rise Private Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Fees for Consulting Services RISE charges an hourly fee billed at $200 per hour for consulting services to include portfolio consulting, financial planning, or other individual project-based work.”

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

How Rise Private Wealth Advisors bills

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

• “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Consulting services terminate upon completion of the consultation or either party providing the other party 4 | Form ADV Part 2A with written notice.”

How Rise Private Wealth Advisors’ fees compare

• Its hourly rate of $200 is below the Arizona median of $275. 17% of the 195 other Arizona planners that publish an hourly rate charge less.
• 2 of the 16 other planners in Tucson that publish an hourly rate charge less.

About Rise Private Wealth Advisors

• Principal: Compliance Officer
• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning

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

1.5% a year

Clients

135

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$62,865,272

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309356

Website

riseprivate.com (opens in new tab)

Phone

(520) 372-5700

Can advise clients in 3 states: Arizona, California, Colorado

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson