{
  "crd_number": 283764,
  "slug": "wealthrise-financial-planning-llc-carlsbad-ca-283764",
  "primary_business_name": "WEALTHRISE FINANCIAL PLANNING, LLC",
  "legal_name": "WEALTHRISE FINANCIAL PLANNING, LLC",
  "dbas": [],
  "city": "Carlsbad",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-12",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 136033057.0,
  "raum_discretionary": 136033057.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 17837654.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 118195403.0,
      "count": 56
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "NH",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/kelly-e-doyle",
    "https://linkedin.com/in/shelleymurasko",
    "https://wealthrisefp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283764",
  "city_as_filed": "CARLSBAD",
  "url": "https://advisorcensus.com/firm/wealthrise-financial-planning-llc-carlsbad-ca-283764",
  "display_name": "Wealthrise Financial Planning, LLC",
  "summary": "Wealthrise Financial Planning, LLC is an SEC-registered investment advisory firm in Carlsbad, CA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Wealthrise Financial Planning, LLC (CRD 283764): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Wealthrise Financial Planning, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealthrise Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Wealthrise Financial Planning, LLC located?",
      "a": "Wealthrise Financial Planning, LLC's principal office is in Carlsbad, CA, according to its Form ADV."
    },
    {
      "q": "Is Wealthrise Financial Planning, LLC registered with the SEC or a state?",
      "a": "Wealthrise Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283764."
    },
    {
      "q": "How much does Wealthrise Financial Planning, LLC manage?",
      "a": "Wealthrise Financial Planning, LLC reports $136,033,057 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wealthrise Financial Planning, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (42)."
    },
    {
      "q": "Which custodians does Wealthrise Financial Planning, LLC use?",
      "a": "Wealthrise Financial Planning, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wealthrise Financial Planning, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283764"
    },
    {
      "q": "Does Wealthrise Financial Planning, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 says: \"Generally we require an investment commitment of at least $200,000. However, we may waive that minimum at our sole discretion.\""
    },
    {
      "q": "What changed in Wealthrise Financial Planning, LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$200,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": "$2,000",
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $200,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Generally we require an investment commitment of at least $200,000.  However, we may waive that minimum at our sole discretion."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $2,000"
        ],
        "quotes": [
          "Minimum Annual Fee:  $2,000"
        ]
      }
    ],
    "quotes": [
      "Generally we require an investment commitment of at least $200,000.  However, we may waive that minimum at our sole discretion.",
      "Minimum Annual Fee:  $2,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/wealthrise-financial-planning-llc-carlsbad-ca-283764.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 17837654.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 56,
      "fewer_than_5": false,
      "raum": 118195403.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283764",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}