# Rise Wealth Advisors, Inc.

> Rise Wealth Advisors, Inc. is a state-registered investment advisory firm in Mt Pleasant, MI, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated November 11, 2024.

- CRD: 123152
- Filed as: RISE WEALTH ADVISORS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Mt Pleasant, MI
- Filing period: October 2026
- Form ADV filing dated: November 11, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/123152
- AdvisorCensus page: https://advisorcensus.com/firm/rise-wealth-advisors-inc-mt-pleasant-mi-123152

## Quick answers

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

**Where is Rise Wealth Advisors, Inc. located?**
Rise Wealth Advisors, Inc.'s principal office is in Mt Pleasant, MI, according to its Form ADV.

**Is Rise Wealth Advisors, Inc. registered with the SEC or a state?**
Rise Wealth Advisors, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 123152.

**Does Rise Wealth Advisors, Inc. 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/123152

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2000 (26 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [totalinvestmentplanners.com](https://totalinvestmentplanners.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rise Wealth Advisors, Inc. (CRD 123152): Form ADV filing data as of October 2026.