Uprise Advisers LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$450/qtr

“Full financial plans, including ongoing financial planning consultation not to exceed five (5) hours per month, are $1,800 per year, billed quarterly at $450 per quarter.”

Annual fee

$1,800/yr

From the same sentence as above.

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

How Uprise Advisers LLC bills

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

• “Fees charged by UAL are negotiable under certain circumstances at the sole discretion of UAL.”
• “Clients will be automatically billed $450 per quarter until they terminate the Financial Planning Agreement.”
• “Full financial plans, including ongoing financial planning consultation not to exceed five (5) hours per month and two (2) 45-minute video calls annually, as well as additional video calls as needed, are $3,200 per year, billed quarterly at $800 per quarter.”

How Uprise Advisers LLC’s fees compare

• Its annual fee of $1,800 is below the California median of $6,250. 14% of the 224 other California planners that publish an annual fee charge less.
• 3 of the 11 other planners in San Francisco 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 Uprise Advisers LLC

• Firm size: 5 employees.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

Clients

32

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322959

Website

uprise.us (opens in new tab)

Phone

(415) 226-9347

Can advise clients in 5 states: California, Florida, Nevada, New York, Tennessee

Other planners in San Francisco that publish fees

• Amoretti Capital ManagementSan Francisco$450/hr
• Applied AdvisorSan Francisco$285/hr, $285
• Benningfield Financial Advisors, LLCSan Francisco$375/hr, $7,500/qtr
• Berkeley Investment AdvisorsSan Francisco$6,000/yr
• BPM Wealth Advisors, LLCSan Francisco$250⁠-⁠$50,000
• Bridgelane FinancialSan Francisco$500/hr, $5,000⁠-⁠$20,000

Compare all 107 planners in San Francisco