Upraise Wealth Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The fee will not exceed $500 per hour of services rendered.”

Flat or project fee

$2,500⁠-⁠$10,000

“Fixed fee rates range from $2,500 to $10,000.”

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

How Upraise Wealth Advisory, LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Upraise Wealth Advisory, LLC’s fees compare

• Its hourly rate of $500 is above the Maryland median of $300. 85% of the 156 other Maryland planners that publish an hourly rate charge less.
• 11 of the 13 other planners in Annapolis that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$10,000 spans the Maryland median of $4,335. 79% of the 133 other Maryland planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Annapolis that publish a flat or project fee charge less.

About Upraise Wealth Advisory, LLC

• Principal: Michael Parks
• 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

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,277,294

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337661

Website

upraisewealth.com (opens in new tab)

Phone

(410) 703-5975

Other planners in Annapolis that publish fees

• 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
• Accordant Advisory Group, Inc.Annapolis$500/hr
• Annapolitan Investment Group, Inc.Annapolis$150/hr, $250
• Atlantic Financial Planning LLCAnnapolis$280/hr
• Chesapeake Financial PlanningAnnapolis$150⁠-⁠$250/hr, $1,000⁠-⁠$2,500/yr
• Clairwell Financial Planning LLCAnnapolis$500/hr, $5,000⁠-⁠$10,000

Compare all 21 planners in Annapolis