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, LLC provides discretionary and non‑discretionary asset management, comprehensive financial planning, and retirement‑plan advisory services to individual clients (including high‑net‑worth individuals) and to corporations/business entities. The firm also offers educational seminars and workshops for the public and plan participants; these sessions are described in the brochure as educational and are offered without charge.
The firm tailors investment programs to each client’s goals, time horizon, and risk tolerance and uses a mix of fundamental, technical, charting and cyclical analysis across long‑ and short‑term strategies, trading and options positions. Accounts may be managed on a discretionary basis when authorized, with quarterly reviews and documented investment policy statements for retirement plans, and the firm provides participant education and group enrollment meetings for plan sponsors.
Distinctive features noted in the brochure include the principals’ ownership of a third‑party administrator that provides pension administration and compliance services and an affiliated insurance agency, arrangements the firm discloses as creating potential conflicts of interest. RISE’s ability to serve either as a non‑discretionary ERISA 3(21) adviser or as a fully discretionary 3(38) investment manager for retirement plans, combined with in‑house plan administration resources and public workshops, is an uncommon service mix for a firm of its size.
Client services
Expertise
Occupation focus
Fee options
Flat fee option for ERISA Plan services; fees may be charged as a flat fee or percentage of assets. Specific flat fee details not specified.
up to 1.50% annually
$250 per hour for financial planning and consulting, negotiable
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 experience in the financial services industry. She is currently affiliated with Rise Retirement, LLC and has held positions at Two West Capital Advisors LLC and The Leaders Group Inc. Stiles is also involved in several business ventures related to tax, accounting, insurance, and financial advisory services through her ownership and management roles in multiple RISE-affiliated firms. Rise Retirement, LLC offers discretionary and non-discretionary asset management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth clients, and businesses. The firm employs a mix of fundamental, technical, and cyclical analysis across various investment strategies and provides unique services such as in-house pension plan administration and public educational workshops.
Grant S
CFP®, Series 66
Lee's Summit, MO
Rise Retirement, LLC
Grant Stiles is a CFP®-designated financial advisor with 17 years of industry experience. He is currently with Rise Retirement, LLC and has held roles at The Leaders Group, Inc. and Creative Planning. Stiles also serves as 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 asset management, comprehensive financial planning, and retirement-plan advisory services to individuals and business entities. The firm offers tailored investment programs using a combination of fundamental, technical, charting, and cyclical analysis, along with educational seminars for clients and plan participants.
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