Shelley Murasko
Shelley Murasko is a CFP-designated registered investment advisor at Wealthrise Financial Planning, LLC, based in Carlsbad, CA, with 11 years of industry experience. Shelley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning, and 1 more. Their firm serves 94 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.80% |
| $500K - $750K | 0.70% |
| $750K - $1000K | 0.60% |
| $1.0M - $1.5M | 0.50% |
| $1.5M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable at Wealthrise’s sole discretion in limited circumstances such as family relationship or sizable assets under management.
Fee Estimator
Location
5938 Priestly Dr., Suite 103, Carlsbad, CA, 92008
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Shelley owns rental real estate property through MTM Properties. This investment-related activity takes minimal time.
Employment History
Current Registrations
Wealthrise Financial Planning, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations2 states
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