# Rise Retirement, LLC

> Rise Retirement, LLC is a state-registered investment advisory firm in Lee'S Summit, MO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 8, 2026.

- CRD: 299026
- Filed as: RISE RETIREMENT, LLC
- Legal name: Rise Consulting, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lee'S Summit, MO
- Filing period: October 2026
- Form ADV filing dated: July 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/299026
- AdvisorCensus page: https://advisorcensus.com/firm/rise-retirement-llc-lee-s-summit-mo-299026

## Quick answers

**How is Rise Retirement, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rise Retirement, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Rise Retirement, LLC located?**
Rise Retirement, LLC's principal office is in Lee'S Summit, MO, according to its Form ADV.

**Is Rise Retirement, LLC registered with the SEC or a state?**
Rise Retirement, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 299026.

**How much does Rise Retirement, LLC manage?**
Rise Retirement, LLC reports $71,586,889 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (68% discretionary).

**What types of clients does Rise Retirement, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); pension and profit sharing plans (but not the plan participants or government pension plans) (62); high net worth individuals (14).

**Does Rise Retirement, LLC 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/299026

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $71,586,889
- Discretionary: $48,584,467
- Non-discretionary: $23,002,422

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 82 | $13,202,044 |
| High net worth individuals | 14 | $14,089,198 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 62 | $42,089,968 |
| Charitable organizations | 3 | $111,536 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $2,094,143 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (7 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS, LA, MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- risebusconsultants.com
- riseconsultingus.com
- riseretirement.com
- Facebook @riseconsultingus
- Instagram @riseconsultingus
- LinkedIn @riseretirement
- LinkedIn @grant-stiles-cfp®-9bb553101
- LinkedIn @sara-stiles-msfp-cfp®-81b3b71a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rise Retirement, LLC (CRD 299026): Form ADV filing data as of October 2026.