Sunrise Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Limited-engagement financial planning fees are billed at a negotiated hourly rate, that rate is currently $300 per hour.”

Flat or project fee

$2,500

“Comprehensive financial planning fees are negotiated, subject to a minimum fee of $2,500.”

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

How Sunrise Wealth Management, LLC bills

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

• “Accounts that are opened during a billing period may be charged a prorated fee from the opening date through the end of the period Financial Planning.”
• “One-half of the fee is payable at the beginning of the engagement with the remaining fee due at completion.”
• “Fees are payable monthly, in advance, and are calculated as a percentage of assets under management or as a negotiated annual rate in accordance with the following schedule.”

How Sunrise Wealth Management, LLC’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 11 of the 16 other planners in Tucson that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the Arizona median of $3,100. 31% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 5 of the 13 other planners in Tucson that publish a flat or project fee charge less.

About Sunrise Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, EA, and CFA.
• Registered as an adviser: 2002 (24 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• 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

Minimum

$2,500 minimum fee (stated in brochure)

Clients

36

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$23,740,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

120385

Website

sunrisewm.com (opens in new tab)

Phone

(520) 399-7477

Other planners in Tucson that publish fees

• Adam AdvisoryTucson$3,000
• Aio Financial, LLCTucson$750/qtr, $3,000/yr
• Becker Financial ServicesTucson$150/hr
• Cambridge Financial Group, LLCTucson$3,500⁠-⁠$71,000/yr
• Capital West Partners, LLCTucson$150/hr
• Elion Financial, LLCTucson$1,500, $3,000⁠-⁠$50,000/yr

Compare all 45 planners in Tucson