SteadyRise Financial is a registered investment advisor founded in 2025 and based in Arlington, Virginia. The firm specializes in providing personalized financial planning and tax preparation services to individuals, high net worth individuals, and small business owners. SteadyRise Financial does not manage client investment portfolios or provide discretionary or non-discretionary trading services; instead, the firm focuses on delivering comprehensive or targeted financial advice and recommendations that clients can implement on their own. Services include cash flow and debt management, retirement planning, business planning, education planning, insurance and risk management, estate planning analysis, tax strategies, charitable planning, and standalone tax preparation. Financial planning is offered through either fixed-fee comprehensive engagements or hourly consultations. The firm operates as an independent, fee-only practice committed to objective advice without sales commissions.
Fee Structure
- Comprehensive fixed-fee financial planning — starting at $3,000 for individuals and $4,000 for business owners, typically lasting six weeks to three months depending on complexity
- Hourly financial planning — $250 per hour for targeted guidance on specific financial topics or questions
- Tax preparation services — ranging from $400 to $10,000 based on the complexity of returns, such as the number of states, rental properties, businesses, or source documents