Advisor at Rise Financial Group
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Firm
Rise Financial Group
Location
Gilbert, AZ 85234
Credentials
Series 65
Industry experience
9 years
Daniel Anderson is a financial advisor at Rise Financial Group in Gilbert, AZ, holding a Series 65 license with nine years of industry experience. He has worked at Rise Financial Group since 2016 and previously at First Guaranty Financial from 2010 to 2016. Anderson is also active as a licensed insurance agent, primarily focusing on life and fixed insurance products. Rise Financial Group provides fee-based financial planning and acts as an intermediary for investment management services to individuals and high-net-worth clients. The firm refers clients to third-party managers, assisting with onboarding, paperwork, and ongoing communications, while offering financial planning and consulting on a fixed-fee or hourly basis.
Based on Rise Financial Group
$300 annual fee for Client Directed Accounts (CDA)
$0+: 2.00% (Strategic Portfolios, total fee to client) $0+: 1.80% (Tactical Portfolios, total fee to client) $0+: 1.70% (Allocation & Defined Outcome Portfolios, total fee to client) $0+: 1.80% (Private Wealth Series Portfolios, total fee to client) $0+: 1.00% (Preservation Portfolios, total fee to client)
$200 per hour for financial consulting services
Fee-only: Financial consulting services at $200 per hour; ERISA Plan Services fees up to 1%, negotiable, may be flat fee or percentage; Client Directed Accounts flat $300 annual fee
3303 E Baseline Rd #107
Gilbert, AZ 85234
Arizona · Minnesota · North Dakota
By Referral Only, LLC dba Rise Financial Group
2016 - Present (10 years)
By Referral Only, LLC dba Rise Financial Group
2016 - Present (10 years)
By Referral Only, LLC dba Medicare Rescue
2013 - Present (13 years)
First Guaranty Financial
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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