Amber Winonah Fitzrysler
AF
CFP
Amber Winonah Fitzrysler
AF
CFP

Amber Fitzrysler

9 Years of Experience
Robbinsdale, MN

Amber Fitzrysler is a CFP-designated registered investment advisor at Rising Financial, based in Robbinsdale, MN, with 9 years of industry experience. Amber operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, LGBTQ+, and 6 more. Their firm serves 54 clients with $12M in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
54 clients
Average Client Portfolio
$223K average
Assets Under Management
$12.1M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,000

Rising Financial offers investment management as part of their ongoing financial planning service. The annual fee is based on a combination of your adjusted gross income, personal net worth, and the complexity of your financial situation. The fee is paid quarterly in advance. Fees are negotiable. This service may be terminated with 30 days’ notice.

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Location

Robbinsdale, MN

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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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Employment History
Current Registrations
Rising Financial
October 2022 - Present · 3 yrs 7 mos
Previous Registrations
The Planning Center, INC.
December 2015 - May 2022 · 6 yrs 5 mos
State Registrations1 state
MN
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.