Rise Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rise Financial Group serves individuals, high‑net‑worth clients, and retirement plans, offering financial consulting and written financial plans, limited‑scope ERISA 3(21) fiduciary services for qualified plans, and referrals to third‑party money managers. Rather than managing client assets directly, the firm arranges for TPM‑managed portfolios and acts as a liaison between clients and the selected managers.
After assessing clients’ financial situation, objectives, and risk tolerance, Rise recommends appropriate third‑party managers (including a disclosed referral relationship with Gradient Investments), helps complete onboarding paperwork, and monitors TPM performance—reviews are performed at least quarterly. For retirement plans the firm assists with investment policy development and provides participant education, including group enrollment meetings and other educational support, and delivers TPM disclosure materials and periodic written reports to clients.
The firm is notable for its insurance affiliation: the principal spends more than half his time as an insurance agent and offers insurance products (including a Medicare‑related practice), with commissions disclosed as a potential conflict of interest. Rise also participates in an incentive arrangement with its TPM partner and emphasizes client education and regular client communications as part of its service model.
Client services
Expertise
Fee options
$0+: 2.15% $0+: 2.00% $0+: 1.85% $0+: 1.70% $0+: 1.70% $0+: 1.80% $0+: 1.00%
Insurance products sold by Daniel Anderson with commissions
$200 per hour for financial consulting services
Fee-only: $200 per hour for financial consulting
Main office
3303 E Baseline Rd #107
Gilbert AZ 85234
Advisors at this office
1
Most active in
Arizona · Minnesota · North Dakota
Also doing business as
By Referral Only, LLC · Rise Financial Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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