Rise Retirement, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$27,291,242
Clients
96
Advisors
2
of 2 employees
About
RISE Retirement provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement-plan fiduciary services to high‑net‑worth individuals and business clients. The firm reported about $71.6 million in assets under management as of December 2024, with a mix of discretionary and non‑discretionary mandates.
The firm’s investment process draws on fundamental and technical methods — including charting and cyclical analysis — to tailor strategies to each client’s goals, risk tolerance, and time horizon, and may incorporate long‑term positions, shorter‑term trading, and options where appropriate. Accounts are reviewed at least quarterly and financial plans are delivered on a timeline generally targeted at six months, contingent on client-provided information.
RISE’s structure includes several operational affiliations and service features that are less common among peers: it is connected with a third‑party administrator that provides pension administration and compliance services to certain clients, operates an affiliated insurance agency through which licensed associated persons may place insurance products, and offers public educational seminars and workshops. The firm also arranges tax and accounting support for clients through subcontractors and maintains a small two‑advisor team serving roughly 100 client relationships, concentrating retirement‑plan and individual services within a compact advisory platform.
Client services
Expertise
Occupation focus
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
$250 per hour for financial planning and consulting (negotiable).
Fee-only: Financial planning and consulting hourly fee of $250 per hour (negotiable), billed 50% in advance with balance due upon plan delivery.
Main office
710 SE Third Street
Lee's Summit MO 64063
Advisors at this office
2
Most active in
Kansas · Louisiana · Missouri
Also doing business as
Rise Consulting · Rise Consulting, LLC · Rise Retirement, LLC
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
Advisors at this firm
Sara S
CFP®, Series 63, Series 65
Lee's Summit, MO
Rise Retirement, LLC
Sara Stiles is a CFP® with 17 years of industry experience currently serving at Rise Retirement, LLC in Lee's Summit, MO. Her prior roles include positions at Two West Capital Advisors LLC, The Leaders Group Inc, and Principal Securities, Inc. In addition to her advisory work, she is involved in ownership and management roles at several affiliated entities, including RISE CPAS LLC and RISE RISK MANAGEMENT LLC, which provide tax, accounting, and insurance services. Rise Retirement, LLC offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan fiduciary services to high-net-worth individuals and business clients. The firm employs fundamental and technical investment methods tailored to client goals and maintains a small team focused on retirement-plan and individual advisory services.
Grant S
CFP®, Series 66
Lee's Summit, MO
Rise Retirement, LLC
Grant Stiles is a CFP® with 17 years of industry experience, currently serving as an advisor at Rise Retirement, LLC. His prior roles include positions at Creative Planning, The Leaders Group, Inc., and Waddell & Reed. In addition to his advisory work, he is Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees firm compliance. Rise Retirement, LLC provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan fiduciary services primarily to high-net-worth individuals and business clients. The firm combines fundamental and technical analysis to tailor investment strategies and supports clients with a range of operational and educational resources.
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