Rising Financial fees and pricing

Financial planner in Robbinsdale, Minnesota. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 3, 2026, Rising Financial charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “For any work that goes above and beyond the scope of work outlined in Item 4, additional time will be billed at $350 per hour.”

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

“Fees are negotiable at Rising Financials’ discretion.”
“Upon termination of any agreement, the fee will be prorated, and any unearned fee will be refunded to the Client.”
“No client funds will be requested more than 6 months in advance.”

Its hourly rate of $350 is above the Minnesota median of $263. 70% of the 115 other Minnesota planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Clients: 54
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $12,054,568
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 322105
Website: rising-financial.com (opens in new tab)
Phone: (612) 315-9151

Is something on this page wrong or out of date?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