Rise Retirement, LLC

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Client assets under management

$27,291,242

Clients

15% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$284,284

About

Rise Retirement, LLC provides investment advisory and financial planning services to individual clients (including high-net-worth individuals) and corporations/business entities and reports managing roughly $71.6 million in client assets. Its offerings include discretionary and non-discretionary portfolio management, hourly financial planning, and advisory services for qualified retirement plans.

The firm builds client strategies around documented goals, time horizons and risk tolerances and draws on fundamental, technical, charting and cyclical analysis, with quarterly account reviews and the ability for clients to impose investment restrictions. For employer-sponsored plans it serves in both limited 3(21) and full 3(38) fiduciary roles, and regularly provides participant education and group enrollment meetings; it also holds public seminars and workshops that are educational and offered without charge.

Compared with many peers, the firm combines advisory services with affiliated business lines that support retirement plan administration and insurance distribution and maintains subcontract relationships with another registered adviser and with tax/accounting providers to assist clients. That mix—integrated TPA support and insurance capabilities alongside ERISA 3(38) plan management and free public workshops—represents a broader set of in‑house and coordinated services than is typical for firms of this size.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

Retirement income strategy Social Security optimization Business succession planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Fixed

Flat fees for ERISA plan services, negotiable, may be charged quarterly or monthly in arrears or in advance (up to 1% annually or flat fee)

Percentage

up to 1.50% annually (negotiable)

Project-based

$250 per hour (negotiable)

Main office location

Rise Retirement, LLC

710 Se Third Street

Lee's Summit MO 64063, United States

Number of offices

Most active in

Kansas · Louisiana · Missouri

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Instagram Website 913-363-7401

Advisors at this firm

Sara S

CFP®, Series 63, Series 65

Lee's Summit, MO

Rise Retirement, LLC

Sara Stiles is a CFP® with 17 years of industry experience, currently serving at Rise Retirement, LLC. Her prior roles include positions at Two West Capital Advisors LLC and The Leaders Group Inc. She is also involved in several business ventures related to tax, accounting, and insurance services. Rise Retirement, LLC provides portfolio management, financial planning, and retirement-plan services to individual and employer-sponsored clients, including high-net-worth individuals. The firm employs a range of investment strategies and maintains a high client load per advisor, supported by affiliated accounting and insurance services as well as educational seminars.

Retirement income strategy Social Security optimization Business succession planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner

Grant S

CFP®, Series 66

Lee's Summit, MO

Rise Retirement, LLC

Grant Stiles is a CFP® with 17 years of industry experience. He is currently with Rise Retirement, LLC and has held prior roles at The Leaders Group, Inc., Creative Planning, and Waddell & Reed Inc. Stiles also serves as Chief Investment Officer and Chief Compliance Officer at Rise Consulting, LLC, where he develops investment models and oversees compliance. Rise Retirement, LLC provides discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services for individual clients, including high-net-worth individuals, and employer-sponsored plans. The firm employs tailored strategies based on fundamental, technical, charting, and cyclical analysis, and supports a high client load per advisor through education and third-party service delivery.

Retirement income strategy Social Security optimization Business succession planning Retirement plans for business owners (SEP, solo 401k) Active portfolio management Founder/Business Owner

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