Rise Up Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“- 5- HOURLY FEES Financial Planning Services are offered based on an hourly fee of $250 per hour.”

Monthly fee

$100/mo

“The fixed annual fee is $1,200 and is paid monthly at $100 per month or quarterly at $400 per quarter in advance or arrears which will be specified on the client agreement and to begin at least six months after delivery of the initial Full Financial Plan.”

Quarterly fee

$400/qtr

From the same sentence as above.

Annual fee

$1,200/yr

From the same sentence as above.

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

How Rise Up Planning, LLC 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 billing period.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and is charged as a percentage of the Included Assets.”

How Rise Up Planning, LLC’s fees compare

• Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
• Its annual fee of $1,200 is below the Colorado median of $7,750. 2% of the 57 other Colorado planners that publish an annual fee charge less.

About Rise Up Planning, LLC

• Principal: Michelle Martinez
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342439

Website

instagram.com/riseupplanning (opens in new tab)

Phone

(970) 507-8277

Other planners in Edwards that publish fees

• Pathway Financial Advisory, LLCEdwards$275/hr, $10,000/yr
• 46 North FinancialDenverUp to $10,000
• 56 Capital Partners, LTDColorado Springs$100⁠-⁠$500/hr, $3,000⁠-⁠$25,000
• Abby Kovach Financial Planning, LLCLafayette$350/hr
• Aberle Investment Management LLCEagle$300/hr
• Accelerated Wealth Advisors LLCColorado Springs$250⁠-⁠$500/hr, $500⁠-⁠$7,000

Compare all 479 planners in Colorado