# Wealthrise Financial Planning, LLC

> 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.

- CRD: 283764
- Filed as: WEALTHRISE FINANCIAL PLANNING, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Carlsbad, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283764
- AdvisorCensus page: https://advisorcensus.com/firm/wealthrise-financial-planning-llc-carlsbad-ca-283764

## Quick answers

**How is Wealthrise Financial Planning, LLC compensated?**
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.

**How much does Wealthrise Financial Planning, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $200 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Wealthrise Financial Planning, LLC located?**
Wealthrise Financial Planning, LLC's principal office is in Carlsbad, CA, according to its Form ADV.

**Is Wealthrise Financial Planning, LLC registered with the SEC or a state?**
Wealthrise Financial Planning, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 283764.

**How much does Wealthrise Financial Planning, LLC manage?**
Wealthrise Financial Planning, LLC reports $136,033,057 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**What types of clients does Wealthrise Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (56); individuals (other than high net worth individuals) (42).

**Which custodians does Wealthrise Financial Planning, LLC use?**
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.

**Does Wealthrise Financial Planning, LLC report any disciplinary disclosures?**
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

**Does Wealthrise Financial Planning, LLC state an account minimum?**
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."

**What changed in Wealthrise Financial Planning, LLC's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: $200,000 (the brochure says it may be waived or negotiated)

> 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

> Minimum Annual Fee: $2,000

- Hourly rate: $200 an hour (financial planning services)

> In those cases, financial planning services are provided for an hourly fee of $200.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $136,033,057
- Discretionary: $136,033,057
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 42 | $17,837,654 |
| High net worth individuals | 56 | $118,195,403 |

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

### Firm details
- Registered since: 2025 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthrisefp.com
- LinkedIn @kelly-e-doyle
- LinkedIn @shelleymurasko

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthrise Financial Planning, LLC (CRD 283764): Form ADV filing data as of October 2026.