Rising Femme Wealth

Rising Femme Wealth is a fee-only registered adviser that provides financial planning and portfolio management to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, foundations, endowments, and businesses, with a stated account minimum of $500,000 that can be reduced or waived. Services described in the brochure include initial, ongoing, and project‑based financial planning, discretionary portfolio management, and educational seminars and speaking engagements.

The firm’s stated investment approach is grounded in Modern Portfolio Theory, favoring primarily passive, long‑term buy‑and‑hold strategies with periodic rebalancing while permitting active strategies and third‑party model portfolios when appropriate. RFW tailors plans to client goals and risk tolerance, may accept client‑imposed restrictions, can trade on a discretionary basis, and offers socially responsible investing options and the use of model portfolios through the Altruist Model Marketplace.

Distinctive elements called out in the brochure include periodic newsletters/blogs and public educational seminars, multiple fee formats (flat fees for initial plans, project fixed fees of $5,000–$30,000, an hourly rate of $400, and ongoing quarterly fees starting at $1,250), and an explicit practice of recommending or selecting third‑party professionals and outside model strategies. The brochure also notes the firm is fee‑only and uses Altruist as its custodial and model platform (with separate model fees disclosed), and it does not participate in wrap fee or private fund adviser arrangements.