Rising Femme Wealth fees and pricing

Financial planner in Crested Butte, Colorado. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 29, 2026, Rising Femme Wealth charges $400 an hour, a flat or project fee of up to $8,000, and a quarterly fee of $1,250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“Our hourly rate is $400.”
Flat or project fee
Up to $8,000
“Initial Financial Planning Initial Financial Planning consists of a flat fee, generally between $0 to $8,000.”
Quarterly fee
$1,250/qtr
“Ongoing Financial Planning Ongoing Financial Planning is offered for a quarterly fee paid in advance starting at a rate of $1,250.00 (and increasing based on the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant).”

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

How Rising Femme Wealth bills

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

  • “Fees for all services are negotiable at RFW’s discretion.”
  • “The advisory fee is paid quarterly in arrears based on the value of the Client’s account(s) as of the last day of the billing period.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Rising Femme Wealth’s fees compare

  • Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Crested Butte that publish an hourly rate charge less.
  • Its flat or project fee of up to $8,000 spans the Colorado median of $5,250. 39% of the 214 other Colorado planners that publish a flat or project fee charge less.

About Rising Femme Wealth

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and EA.
  • Founded: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • 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
0.875% a year
Employees
2
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
342509
Website
threads.com/@risingfemmewealth (opens in new tab)
Phone
(914) 874-7526

Other planners in Crested Butte that publish fees

Compare all 3 planners in Crested Butte

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