Rise Retirement, LLC fees and pricing

Financial planner in Lee's Summit, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 8, 2026, Rise Retirement, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “AND CONSULTING RISE charges an hourly fee of $250 for financial planning and consulting.”

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

“The annual fee is negotiable and may be charged as a percentage of the Included Assets or as a flat fee.”
“If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”
“Client may elect to be billed directly or have fees deducted from Plan Assets.”

Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.

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: 96
Employees: 2
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
Assets managed: $71,586,889
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 299026
Website: risebusconsultants.com (opens in new tab)
Phone: (913) 363-7401

Can advise clients in 3 states: Kansas, Louisiana, Missouri

Is something on this page wrong or out of date?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.