A complete list of active advisors currently associated with Rise Financial Group
Warmer can help you find a great advisor at Rise Financial Group or one who fits your needs even better.
Rise Financial Group provides advice to individual and high‑net‑worth clients through hourly financial consulting, retirement‑plan advisory as a limited‑scope ERISA 3(21) fiduciary, and referrals to third‑party investment managers. The firm does not act as a primary asset manager; instead it helps clients complete TPM paperwork, delivers TPM disclosure materials, and assists with plan and account setup. For planning engagements the firm prepares written recommendations and implementation support and documents client goals and risk tolerance in an investment policy or similar form. When clients are placed with third‑party managers, the firm monitors performance and receives TPM reports, with account reviews performed at least quarterly or more frequently as market conditions warrant. Distinctive features disclosed in the brochure include an insurance affiliation: the principal spends a majority of professional time as a licensed insurance agent and may offer insurance products for which commissions are received, a conflict the firm discloses and manages. The firm also provides periodic client communications and conducts group enrollment and educational meetings for retirement plan participants, and maintains a referral/incentive arrangement with a third‑party manager that is described in its disclosures.
To learn more about the advisors currently working at Rise Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Gilbert, AZ
| 9
|
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