PlannerFees

Ryse Capital Management fees and pricing

Financial planner in Brockport, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 12, 2025, Ryse Capital Management charges $500 an hour, a flat or project fee of $5,000⁠-⁠$12,000, and an annual fee of $10,000⁠-⁠$12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 12, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$500/hr
“Hourly financial planning engagements are offered at a rate of $500 per hour.”
Flat or project fee
$5,000⁠-⁠$12,000
“Fixed fee rates typically range from $5,000 to $12,000, but could be higher based on complexity.”
Annual fee
$10,000⁠-⁠$12,000/yr
“Service Tier Year 1 Annual Fixed Fee Ongoing Annual Fixed Fee (Years 2+) * Foundation $12,000 $10,000 Ascent $20,000 $15,000 Peak $30,000 $20,000 * The Ongoing Annual Fixed Fee (Years 2+) may be subject to adjustment if the complexity of the client’s financial situation changes significantly.”

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

How Ryse Capital Management bills

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

  • “Any proposed fee increase will be communicated to the Client in advance and requires Client consent before taking effect.”
  • “Billing and Payment Terms Annual advisory fees are billed in arrears, in equal monthly installments.”
  • “Clients may also pay via electronic funds transfer (EFT) or check.”

How Ryse Capital Management’s fees compare

  • Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $5,000-$12,000 is above the New York median of $4,500. 80% of the 251 other New York planners that publish a flat or project fee charge less.
  • Its annual fee of $10,000-$12,000 is above the New York median of $6,250. 69% of the 80 other New York planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Ryse Capital Management

“We offer comprehensive wealth management services that integrate investment management and ongoing financial planning to provide clients with a holistic approach to achieving their financial goals.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Patrick Cicchetti
  • 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

  • Estate planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
334978
Website
rysecapitalmanagement.com (opens in new tab)
Phone
(585) 455-0352

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