A complete list of active advisors currently associated with Wealthrise Financial Planning, LLC

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

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.

To learn more about the advisors currently working at Wealthrise Financial 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
Kelly Doyle	Carlsbad, CA	2
Shelley Murasko	Carlsbad, CA	12

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