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Michael Parks

Advisor at Upraise Wealth Advisory, LLC

Updated today
Upraise Wealth Advisory, LLC logo

Firm

Upraise Wealth Advisory, LLC

Location

Annapolis, MD

Credentials

CFP®, Series 63, Series 65, Series 66

Industry experience

11 years

About

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.

Client services

Based on Upraise Wealth Advisory, LLC

Financial planning Portfolio management

Expertise

Based on Upraise Wealth Advisory, LLC

Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy General estate planning guidance

Fee options

Fixed

Project-Based Financial Planning fixed fees range from $2,500 to $10,000, with a maximum hourly rate of $500.

Percentage

$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

Other

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.

Location

Annapolis, MD

Most active in

Maryland

Work history

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)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Raymond G

CFP®

Edgewater, MD

Raymond L. Gazelle Jr.

College savings (529s, UTMA, etc.) General retirement planning Cash flow / budgeting Wealth management
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Robert C

CFP®, Series 63, Series 65

Annapolis, MD

Clark Company

Income planning General tax planning Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Founder/Business Owner
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Christopher O

Series 65, Series 66

Edgewater, MD

Harmony Wealth Advisors, LLC

Wealth management Real estate investing Private / alternative investments
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Jacolyn W

Series 63, Series 65

Annapolis, MD

JWC Capital Management, LLC

Wealth management Passive / index investing Active portfolio management

Adam B

CFP®

Annapolis, MD

Ventus Wealth Management

My path to founding a wealth management firm is different than most. As a child, my dream was to become a fighter pilot. After graduating from the United States Naval Academy with a degree in Aerospace Engineering, I achieved that goal, serving on active duty for a decade. I flew the F-18E Super Hornet from aircraft carriers and deployed multiple times to the Western Pacific. After those deployments, the Navy sent me to UNC Kenan-Flagler Business School to study finance, followed by the privilege of teaching undergraduate economics at my alma mater. After transitioning from active duty, I applied the skills I honed in the cockpit and classroom—leadership, effective communication, process improvement, and strategic decision-making—to multiple entrepreneurial ventures. My career as a financial planner is a natural extension of my passion for solving problems and serving others. With a background in engineering, military flight operations, top-tier business education, and collegiate economics instruction, I bring a unique perspective to wealth management: * Tenacity – Giving up is never an option. Just as a fighter pilot must persist in the air, I am relentless in helping my clients succeed. * Calm Under Pressure – I have a proven ability to think clearly in high-stakes situations, whether in the military or financial markets. I will not panic when volatility arises. * Candor – In aviation and life, speaking up is critical when the stakes are high. I will always provide honest advice, even when it’s uncomfortable. Living near Annapolis, Maryland, I cherish time with my family and enjoy Navy football, traveling, boating, and improving my golf game. I also continue to serve as a member of the U.S. Navy Reserves. Ventus Wealth Management — After a decade in the workforce, I became increasingly frustrated by the lack of financial services that truly met my needs. I couldn’t find a firm or advisor that offered the right combination of: ☑️A transparent fee and incentive structure ☑️ A flexible, client-focused service model ☑️ Modern technology solutions ☑️ Virtual meeting capabilities ☑️ Expertise tailored to my specific situation Recognizing this gap, I launched Ventus Wealth Management to address these shortcomings. Everything we do is designed with our clients in mind. Every element of our service and business model is intentionally crafted to deliver value and provide solutions that meet your needs.

College savings (529s, UTMA, etc.) Cash flow / budgeting Airline Pilot Military & Veterans Established Professionals Gen X (Born 1965-1980)
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Nicholas L

Series 66

Stevensville, MD

RCN Wealth Advisors, Inc.

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments
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