Uprise Advisers LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
32
3% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
8
Average account size
$0
About
Uprise Advisers primarily serves individual clients and users of the Uprise platform, offering financial planning delivered asynchronously through its website and mobile application. Its services include standalone financial plans with securities allocation strategies, a Strategic Partner Program that provides planning to partner company users (with fees often paid by the partner), and a Trust Investment Advisory option delivered in coordination with Promissory/Promise Financial.
The firm states an advisory approach grounded in modern portfolio theory and offers both long‑term and short‑term trading strategies in its planning, but it does not manage client portfolios, take custody, or exercise investment discretion; clients are responsible for implementing plan recommendations. Plans are tailored using an onboarding questionnaire and explicitly take into account employer benefits and equity compensation (stock options, RSUs, ESPP), and Uprise’s subscription model includes limited ongoing consultation hours and optional video calls.
Compared with many team firms, Uprise discloses that it has no assets under management, does not charge percentage‑of‑AUM fees, and directs readers to third‑party resources (including its CRD number, 322959, on the SEC’s adviserinfo site) — features that are uncommon among peers. It also operates an uncommon partner‑paid Strategic Partner Program, integrates tax services through its Uprise affiliate or referred tax professionals, and can serve as a named trust advisor while delegating trade execution to third‑party managers.
Client services
Expertise
Fee options
$100 per hour for services exceeding five hours per month, subject to increase, waiver, or partial waiver.
Annual financial planning fees billed quarterly: $1,800/year ($450/quarter) or $3,200/year ($800/quarter) options.
Fee-only: Financial planning fixed fees of $1,800 per year (billed quarterly at $450) or $3,200 per year (billed quarterly at $800) for enhanced service including video calls; additional hourly fees of $100/hour for services exceeding five hours per month (subject to increase, waiver, or partial waiver). Fees are negotiable and may be modified or waived at UAL's discretion.
Main office location
Uprise Advisers LLC
548 Market Street, Pmb 48325
San Francisco CA 94104, United States
Number of offices
4
Most active in
California · Florida · Nevada · New York · Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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