Daniel Anderson is a registered investment advisor at Rise Financial Group, based in Gilbert, AZ, with 9 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Rise Financial Group does not directly manage client investments. Instead, RFG refers clients to third-party investment managers (TPMs). The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to the TPM, Gradient Investments, and 1.00% to Rise Financial Group)
- Tactical Portfolios: 1.80% annually (0.80% to Gradient Investments and 1.00% to Rise Financial Group) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to Gradient Investments and 1.00% to Rise Financial Group)
- Private Wealth Series Portfolios: 1.80% annually (0.80% to Gradient Investments and 1.00% to Rise Financial Group)
- Preservation Portfolios: 1.00% annually (0.40% to Gradient Investments and 0.60% to Rise Financial Group)
- Client Directed Accounts: $300 annually to Gradient Investments
A quarterly service fee of $15 is also charged per account. These fees are negotiable.
Location
3303 E Baseline Rd #107, Gilbert, AZ, 85234
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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 ActivitiesSells Insurance
Daniel works as an insurance agent for Rise Financial Group, selling life and fixed insurance, dedicating about a third of his time. He also works as an insurance agent for Medicare Rescue, selling health insurance, dedicating a few hours per week.
Employment History
Current Registrations
Rise Financial Group
State Registrations3 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.