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Wealthrise Financial Planning, LLC

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Client assets under management

$136,033,057

Clients

98

57% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

49

Typical

Average account size

$1,388,092

About

Wealthrise serves individual investors, including high‑net‑worth clients, and identifies a specific focus on working with women who may have distinct needs around financial empowerment, longevity, and long‑term care planning. The firm offers fee‑only investment management and financial planning services, including portfolio x‑rays, portfolio design, rebalancing, investment location, transactional support, and periodic reviews.

The firm’s investment approach is evidence‑based and tax‑aware, emphasizing low‑cost, low‑turnover, long‑term buy‑and‑hold portfolios where asset allocation is treated as the primary driver of return. Portfolios are constructed mainly with passively managed funds — primarily Dimensional Fund Advisors and Vanguard funds — and incorporate factor-aware tilts (size, value, profitability), disciplined rebalancing, and planning tools such as cash‑flow analysis and risk‑tolerance assessment.

What is noteworthy about this firm is its explicit integration of behavioral considerations (money psychology) with statistical financial planning and portfolio construction, and its stated practice of using DFA strategies and factor tilts rather than only plain market‑cap index funds. The firm also requires clients to custody assets at Charles Schwab and offers hourly financial planning to non‑investment‑management clients, practices that may differ from many peers of similar size.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management

Demographic focus

Women Professionals

Fee options

Percentage

$0 - $249,999: 1.0% $250,000 - $499,999: 0.8% $500,000 - $749,999: 0.7% $750,000 - $999,999: 0.6% $1,000,000 - $1,499,999: 0.5% $1,500,000 - $1,999,000: 0.4% $2,000,000+: 0.3%

Project-based

$200 per hour for financial planning services

Other

Account minimum: $200,000 Minimum fee: $2,000 annual minimum fee Fee-only: Financial planning at $200 per hour

Main office location

Wealthrise Financial Planning, LLC

5938 Priestly Dr., Suite 103

Carlsbad CA 92008, United States

Number of offices

2

Most active in

More info

California · New Hampshire · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (760) 508-0368

Advisors at this firm

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user avatar

Shelley M

CFP®, Series 66

Carlsbad, CA

Wealthrise Financial Planning, LLC

Shelley Murasko is a Certified Financial Planner™ (CFP®) with 11 years of industry experience. She has worked at Wealthrise Financial Planning, LLC since 2016 and previously held roles at LPL Financial LLC and Bahr Investment Group. Wealthrise Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm’s evidence-based, tax-aware investment approach emphasizes low-cost, broadly diversified passive funds and disciplined asset allocation, with a focus on women’s financial needs and longevity considerations.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management Women Professionals
user avatar

Kelly D

Series 65

Carlsbad, CA

Wealthrise Financial Planning, LLC

Kelly Doyle is a financial advisor at Wealthrise Financial Planning, LLC with two years of industry experience. Prior to joining Wealthrise, she worked for nearly two decades at Rick Engineering Company and spent a year as a homemaker. She holds a Series 65 designation. Wealthrise Financial Planning serves individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs an evidence-based, tax-aware investment approach that emphasizes low-cost, broadly diversified passive funds and disciplined asset allocation, integrating behavioral considerations into portfolio construction.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management Women Professionals
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