Joshua Elmore is a CFP-designated registered investment advisor at Rise Financial Partners, based in Sarasota, FL, with 9 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 132 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rise Financial Partners charges a percentage of your portfolio annually for investment management. The exact percentage is negotiated with each client, but it will not exceed 1.5%. Clients with smaller accounts may be subject to higher fees. Fees are charged monthly or quarterly based on the average daily balance of your account.
Location
Sarasota, FL
Get directionsHistory
Regulatory History (1)
Regulatory
September 2023Other Business Activities
Joshua works as a server/bartender at Classico Italian Chophouse, dedicating about 10-20% of his time to this role. He is also the Founder and CEO of Plan Wealth Creative LLC, an entity that only receives payouts for investment advising activities through Rise Financial Partners, requiring minimal time commitment.
Employment History
Current Registrations
Rise Financial Partners
Previous Registrations
Iht Wealth Management LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations2 states
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.