Advisor at Rise Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Rise Wealth Partners LLC
Location
Mechanicsville, VA 23116
Credentials
Series 63, Series 66
Industry experience
19 years
Michael Greer is the sole advisor at Rise Wealth Partners LLC, holding Series 63 and Series 66 licenses with 19 years of industry experience. His prior roles include positions at Modern Capital Advisors, LLC and J.W. Cole Financial, Inc., and he also operates Greer Financial Group, LLC. Outside of advisory work, he manages American Family Bio-Clean LLC and its franchise, reflecting entrepreneurial involvement beyond finance. Rise Wealth Partners LLC provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs third-party sub-advisers and model portfolios to tailor investment advice and manage over $53 million in assets for more than 200 clients.
Based on Rise Wealth Partners LLC
Based on Rise Wealth Partners LLC
Negotiable fixed fee of up to $30,000.00 for financial planning services.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.30% $1,000,001+: 1.00%
Associated persons are licensed insurance agents and earn commissions on insurance product sales separate from advisory fees.
Negotiable hourly fee of up to $500.00 for financial planning services.
Account minimum: $100,000
8200 Center Path Ln, Ste A
Mechanicsville, VA 23116
Virginia
Rise Wealth Partners LLC
2023 - Present (3 years)
Rise Wealth Partners LLC
2023 - Present (3 years)
Modern Capital Advisors, LLC
2016 - 2023 (7 years)
J.W. Cole Financial, Inc.
2015 - 2016 (1 year)
Greer Financial Group, LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
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Flatiron Wealth Advisors, LLC
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Carnahan Capital Management, LLC
CFP®
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
Series 63, Series 65
Henrico, VA
Plan Sponsor Adviser, LLC
CFP®, CFA®, Series 65
Richmond, VA
Noble Hill Planning LLC
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