Transparent Pricing

RAISE is a fee-only advisor, meaning the fee you pay is our sole compensation for services. We don’t sell investment products or receive commissions on any recommendations. We act as a fiduciary at all times, putting your best interest at the center of the plan.


Investment Management
If you have investable assets outside your 401k

0.7% - 1% of assets*
  • Includes:
  • Organizing and capturing your information and accounts in one place
    Our financial planning software allows you to track your net worth in real time and play with scenarios.
  • All components of “Ongoing Financial Planning” are offered at no additional charge to clients with greater than $300,000 in assets under management with Raise
  • An investment portfolio designed for your goals and time horizon
  • Implementation and monitoring of your investment portfolio
    We do the work of conducting trades, at the outset and as your portfolio requires rebalancing to meet your goals.
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Ongoing Financial Planning
If you want a comprehensive plan that adapts to your changing life

$1,050 per quarter
  • Includes:
  • Organizing and capturing your information and accounts in one place
    Our financial planning software allows you to track your net worth in real time and play with scenarios.
  • A comprehensive financial plan
    A typical financial plan incorporates analysis of income, expenses, debt, savings, employment benefits, taxes, and insurance to achieve your goals.
  • An investment portfolio designed for your goals and time horizon
  • A customized calendar of updates and action
    Financial planning can be overwhelming, so we tackle the monitoring and updating of your plan across quarterly check-ins where we address 2-3 elements at a time.
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Ask Me Anything
If you just have a few questions

$600 flat fee
  • Includes:
  • One 90-minute planning session
    Before the session we will ask you to complete a brief survey about your key questions to prepare us to help you.
  • A write-up of resources and action steps identified during the session
  • One week of email exchange for clarification
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In addition to the packages illustrated above, project-based financial planning is available on a limited basis, for clients who have 1-2 financial areas to address. The hourly fee is $325, with a two hour minimum. For a full description of our services and fees, please review our ADV Brochure on file with the SEC.

*The annual percentage fee charged on assets held under our management at Charles Schwab & Co. is tiered per the chart below, and charged quarterly.

Asset Level Percentage Fee
$0 - $500,000 1%
$500,001 - $1,000,000 0.85%
Greater than $1 million 0.7%