# Rise Financial Group

> Rise Financial Group is a state-registered investment advisory firm in Gilbert, AZ, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated April 22, 2026.

- CRD: 284773
- Filed as: RISE FINANCIAL GROUP
- Legal name: By Referral Only, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284773
- AdvisorCensus page: https://advisorcensus.com/firm/rise-financial-group-gilbert-az-284773

## Quick answers

**How is Rise Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Rise Financial Group reports these compensation arrangements: hourly charges; other.

**Where is Rise Financial Group located?**
Rise Financial Group's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Rise Financial Group registered with the SEC or a state?**
Rise Financial Group is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284773.

**Does Rise Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/284773

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Other

### Advisory services (Item 5.G)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MN, ND
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- colorofmoneyriskanalysis.com
- gilbertfinancialplanner.com
- ira-solutions.com
- risefg.com
- Facebook @RISEFINANCIALGROUP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rise Financial Group (CRD 284773): Form ADV filing data as of October 2026.