Joshua Elmore is a CFP-designated registered investment advisor at Rise Financial Partners, based in Sarasota, FL, with 10 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 7 more. Their firm serves 158 clients with $70M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Rise Financial Partners charges an annual fee of up to 1.50% of assets under management, with rates individually negotiated.
Fee Estimator
Location
Sarasota, FL
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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.
Exams
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