Rising Capital Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$1,000/hr

“Hourly engagements are charged $1000 per hour.”

Flat or project fee

$12,500⁠-⁠$75,000

“Fixed engagement fees range from $12,500 to $75,000.”

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

How Rising Capital Inc. bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly in arrears pursuant to the terms of the investment advisory agreement.”
• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”

How Rising Capital Inc.’s fees compare

• Its hourly rate of $1,000 is above the California median of $300. 98% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 5 other planners in Mill Valley that publish an hourly rate charge less.
• Its flat or project fee of $12,500-$75,000 is above the California median of $5,000. 96% of the 796 other California planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Mill Valley that publish a flat or project fee charge less.

About Rising Capital Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2003 (23 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

6

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$30,116,415

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

123233

Phone

(415) 843-1183

Other planners in Mill Valley that publish fees

• Aspirean Wealth, LLCMill Valley$450/hr, $1,500⁠-⁠$10,000
• Assembly WealthMill Valley$250⁠-⁠$1,200/hr, $2,500⁠-⁠$5,000
• Austin Creek Capital, LLCMill Valley$1,500⁠-⁠$3,000, $300⁠-⁠$3,000/mo
• Katy Song Financial Planning, Inc.Mill Valley$400/hr, $980⁠-⁠$7,800
• Miller Avenue Advisors LLCMill Valley$8,000⁠-⁠$30,000/yr
• On Keel CapitalMill Valley$250/hr

Compare all 10 planners in Mill Valley