Risen Phoenix Capital Advisers, LLC fees and pricing
Financial planner in Malden, Massachusetts. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 23, 2025, Risen Phoenix Capital Advisers, LLC charges $100-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 23, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“Additionally, we offer financial consulting on specific topics, with hourly rates ranging from $100 to $300 depending on the subject's complexity and scope.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Risen Phoenix Capital Advisers, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In the initial year, this fee typically ranges from $500 to $5,000 and is determined in advance.”
- “All fees are fully disclosed and agreed upon in advance.”
How Risen Phoenix Capital Advisers, LLC’s fees compare
- Its hourly rate of $100-$300 is below the Massachusetts median of $300. 13% of the 183 other Massachusetts planners that publish an hourly rate charge less.
About Risen Phoenix Capital Advisers, LLC
“We provide customized wealth management services to individuals, high-net-worth investors, retirement plans, trusts, corporations, and business entities other than those listed here.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- 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% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337648
- Phone
- (857) 565-6370
Can advise clients in 3 states: Florida, Massachusetts, New York
Other planners in Massachusetts that publish fees
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
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.