Josiah Robison is a registered investment advisor at Rise Financial Partners, based in Colorado Springs, CO, with 4 years of industry experience. Josiah 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
Colorado Springs, CO
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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.
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Josiah is the Chief Financial Officer at Cassell Counseling LLC, a mental health clinic, since June 2022. He spends about 10-20% of his time on strategic planning, payroll, and insurance claim billing, with minimal time during securities trading hours.
Employment History
Current Registrations
Rise Financial Partners
State Registrations1 state
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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