SteadyRise Financial LLC
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About
SteadyRise Financial LLC provides financial planning and tax preparation services to individuals (including high‑net‑worth clients) and small business owners, with no stated minimum account requirements. The firm's principal is a Certified Public Accountant who prepares federal and state income tax returns and acts as an IRS e-file originator.
The firm delivers written or electronic financial plans on a non‑discretionary basis and typically recommends long‑term, passive asset‑allocation strategies grounded in Modern Portfolio Theory, supplemented by fundamental and technical analysis. Financial planning engagements are offered on either fixed‑fee or hourly terms and generally do not include ongoing monitoring unless the client contracts for additional services.
Noteworthy aspects include the integration of CPA-led tax preparation with financial planning and membership in the Garrett Planning Network, as well as the firm’s use of both fixed and hourly fee arrangements — features that are relatively uncommon for advisors in this category. SteadyRise does not manage client assets, accept custody or proxy‑voting authority, or participate in private fund or wrap‑fee programs, leaving implementation and account custody to clients and their chosen custodians.
Client services
Expertise
Occupation focus
Fee options
Fixed fees starting at $3,000 for individuals and $4,000 for business owners for financial planning services; fixed fees ranging from $400 to $10,000 for tax preparation services
$250 per hour for hourly financial planning services
Fee-only: Fixed-fee financial planning services starting at $3,000 for individuals and $4,000 for business owners; hourly financial planning services at $250 per hour; tax preparation services ranging from $400 to $10,000 based on complexity
Main office
Arlington VA
Advisors at this office
1
Most active in
Virginia
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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