A complete list of active advisors currently associated with Rise Up Planning, LLC

Warmer can help you find a great advisor at Rise Up Planning, LLC or one who fits your needs even better.

Rise Up Planning provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, and business entities, and also offers ERISA plan services for qualified retirement plans such as 401(k), 403(b), pension, cash‑balance and deferred compensation plans. The firm was founded in 2023 and began providing advisory services in 2026; its most recent regulatory filing reports no client assets under management at this time. The firm’s investment approach is generally passive and model‑based, using Modern Portfolio Theory to implement conservative‑to‑aggressive portfolios composed of ETFs, mutual funds, stocks and bonds, with discretionary authority to execute trades and periodic (at least quarterly) account reviews. It requires use of a designated custodian platform and documents processes for monitoring allocations, rebalancing and seeking tax‑loss harvesting opportunities. Several features in the firm’s regulatory brochure are uncommon among peers: it offers limited‑scope ERISA 3(21) fiduciary pension consulting that includes IPS development, investment monitoring and participant education while excluding certain non‑public or illiquid plan assets. The filing also discloses the use of client testimonials and endorsements in advertising and that the firm’s managing member maintains broker‑dealer and insurance registrations and receives separate compensation for those activities, with disclosed conflict‑of‑interest mitigations.

To learn more about the advisors currently working at Rise Up Planning, LLC, 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
Michelle Martinez	Edwards, CO	27

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