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CFP
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CFP

Grant Stiles

Rise Retirement, LLC
17 Years of Experience
Lee'S Summit, MO
View SEC Summary
View SEC Summary

Grant Stiles is a CFP-designated registered investment advisor at Rise Retirement, LLC, based in Lee'S Summit, MO, with 17 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 164 clients with $72M in assets under management.

Rise Retirement, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
164 clients
Average Client Portfolio
$437K average
Assets Under Management
$71.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual fee cannot exceed 1.50% and is negotiable based on criteria such as account size, historical relationship, and asset composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

710 SE Third Street, Lee'S Summit, MO, 64063

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Grant is the Chief Investment Officer/Chief Compliance Officer at Rise Consulting LLC, a financial consulting/RIA firm, since 2021. He spends about half of his time developing investment models, placing trades, and overseeing firm compliance.

Employment History
Current Registrations
Rise Retirement, LLC
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
The Leaders Group, INC.Broker
October 2022 - October 2022 · 0 mos
Creative Planning
June 2016 - December 2021 · 5 yrs 6 mos
Waddell & ReedBroker
July 2013 - June 2016 · 2 yrs 11 mos
Commonwealth Financial NetworkBroker
July 2012 - June 2013 · 11 mos
American Century Investment Services INC.Broker
April 2010 - December 2011 · 1 yr 8 mos
American Century Brokerage, INC.Broker
July 2009 - December 2011 · 2 yrs 5 mos
American Century Investment Services INC.Broker
September 2008 - December 2009 · 1 yr 3 mos
Waddell & Reed, INC.
December 2007 - May 2008 · 5 mos
Waddell & Reed, INC.Broker
November 2007 - May 2008 · 6 mos
State Registrations3 states
KSLAMO
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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