Wealthrise Financial Planning, LLC fees and pricing

Financial planner in Carlsbad, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 27, 2026, Wealthrise Financial Planning, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “In those cases, financial planning services are provided for an hourly fee of $200.”

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

“These fees are billed quarterly in arrears, based on the assets under management as of the last day of the preceding calendar quarter.”
“We will prorate the advisory fees earned through the termination date and send the client an invoice for the advisory fees due.”
“You will receive an invoice upon completion of the financial plan that is payable upon receipt.”

Its hourly rate of $200 is below the California median of $300. 9% of the 932 other California planners that publish an hourly rate charge less.
1 of the 25 other planners in Carlsbad that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 98
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: $136,033,057
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 283764
Website: linkedin.com/in/shelleymurasko (opens in new tab)
Phone: (760) 508-0368

Can advise clients in 3 states: California, New Hampshire, Texas

Is something on this page wrong or out of date?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