Wealthrise Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealthrise serves individual investors, including high‑net‑worth clients, and identifies a specific focus on working with women who may have distinct needs around financial empowerment, longevity, and long‑term care planning. The firm offers fee‑only investment management and financial planning services, including portfolio x‑rays, portfolio design, rebalancing, investment location, transactional support, and periodic reviews.
The firm’s investment approach is evidence‑based and tax‑aware, emphasizing low‑cost, low‑turnover, long‑term buy‑and‑hold portfolios where asset allocation is treated as the primary driver of return. Portfolios are constructed mainly with passively managed funds — primarily Dimensional Fund Advisors and Vanguard funds — and incorporate factor-aware tilts (size, value, profitability), disciplined rebalancing, and planning tools such as cash‑flow analysis and risk‑tolerance assessment.
What is noteworthy about this firm is its explicit integration of behavioral considerations (money psychology) with statistical financial planning and portfolio construction, and its stated practice of using DFA strategies and factor tilts rather than only plain market‑cap index funds. The firm also requires clients to custody assets at Charles Schwab and offers hourly financial planning to non‑investment‑management clients, practices that may differ from many peers of similar size.
Client services
Expertise
Demographic focus
Fee options
$0 - $249,999: 1.0% $250,000 - $499,999: 0.8% $500,000 - $749,999: 0.7% $750,000 - $999,999: 0.6% $1,000,000 - $1,499,999: 0.5% $1,500,000 - $1,999,000: 0.4% $2,000,000+: 0.3%
$200 per hour for financial planning services
Account minimum: $200,000 Minimum fee: $2,000 annual minimum fee Fee-only: Financial planning at $200 per hour
Main office
5938 Priestly Dr., Suite 103
Carlsbad CA 92008
Advisors at this office
2
Most active in
California · New Hampshire · Texas
Also doing business as
Wealthrise Financial Planning, LLC · Wealthspring Financial Planners, 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Advisors at this firm
Shelley M
CFP®, Series 66
Carlsbad, CA
Wealthrise Financial Planning, LLC
Shelley Murasko is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Wealthrise Financial Planning, LLC since 2016. She holds the Series 66 designation and practices in Carlsbad, CA. Wealthrise Financial Planning serves individual investors, including high-net-worth clients, with a focus on working with women addressing financial empowerment, longevity, and long-term care planning. The firm employs an evidence-based, tax-aware investment approach using primarily passively managed funds with factor-aware tilts, combining behavioral finance insights with disciplined portfolio construction and ongoing financial planning.
Kelly D
Series 65
Carlsbad, CA
Wealthrise Financial Planning, LLC
Kelly Doyle is a financial advisor at Wealthrise Financial Planning, LLC with two years of industry experience. Prior to joining Wealthrise, she worked for nearly two decades at Rick Engineering Company and spent a year as a homemaker. She holds a Series 65 designation. Wealthrise Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs an evidence-based, tax-aware investment approach that emphasizes low-cost, broadly diversified passive funds and disciplined asset allocation, integrating behavioral considerations into portfolio construction.
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