Fee-only adviser · Mechanicsville, VA
Rise Wealth Partners LLC
Rise Wealth Partners LLC is a fee-only investment adviser registered with the securities regulator of Virginia, with its main office in Mechanicsville, Virginia. On its latest Form ADV, filed March 27, 2026, it reports $72M in regulatory assets under management, 210 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Virginia |
|---|---|
| Firm CRD number | 327073 |
| Office | 8200 Center Path LN Ste a Mechanicsville, VA 23116 |
| Phone | (804) 427-7784 |
| Website | www.greerfinancialgroup.com |
| Regulatory assets under management | $72M |
| Individual clients | 189 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
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- Richmond 43 firms
- Henrico 4 firms
- Midlothian 3 firms
- West Point 1 firm
- Charles City 1 firm
- Chesterfield 1 firm
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