Michael Parks
Advisor at Upraise Wealth Advisory, 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.
Advisor at Upraise Wealth Advisory, 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
Upraise Wealth Advisory, LLC
Location
Annapolis, MD
Credentials
CFP®, Series 63, Series 65, Series 66
Industry experience
11 years
Michael Parks is a CFP® professional with 11 years of industry experience. He is the sole advisor at Upraise Wealth Advisory, LLC and has prior experience at Edward Jones and Fidelity Investments. Upraise Wealth Advisory, LLC is a registered, fee-only investment adviser serving individuals and high-net-worth clients with discretionary and non-discretionary portfolio management. The firm uses a combination of passive and active strategies focused on asset allocation and fundamental analysis, tailoring accounts to client goals and risk tolerance.
Based on Upraise Wealth Advisory, LLC
Project-Based Financial Planning fixed fees range from $2,500 to $10,000, with a maximum hourly rate of $500.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,000,000: 0.95% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.65% $10,000,001+: Negotiable
Fee-only: Wealth Management fees are negotiable and based on a blended tier schedule; Financial Planning fees are fixed, ranging from $2,500 to $10,000, not exceeding $500/hour.
Annapolis, MD
Maryland
Upraise Wealth Advisory, LLC
2025 - Present (1 year)
Edward Jones
2022 - 2025 (3 years)
Fidelity Personal & Workplace Advisors
2018 - 2022 (4 years)
Fidelity Investments
2015 - 2022 (7 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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")