Uprise Advisers offers financial planning services delivered through the Uprise website and mobile app. These plans cover investment planning, life insurance, tax concerns, retirement, college, and debt/credit planning. Uprise also has a Strategic Partner Program where companies offer Uprise's services to their clients. Uprise does not offer investment management services and cannot execute securities transactions.
Assets Under ManagementN/A
Clients56
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Uprise Advisers offers two financial planning options:
- Option 1: Full financial plan with up to 5 hours of consultation per month for $1,800 per year, billed quarterly at $450.
- Option 2: Full financial plan with up to 5 hours of consultation per month, two 45-minute video calls annually, and additional video calls as needed for $3,200 per year, billed quarterly at $800.
Annual Retainer:$1,800 - $3,200/year
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