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RISE RETIREMENT, LLC
RISE CONSULTING, LLC
CRD 299026
710 SE THIRD STREET, LEE'S SUMMIT, MO, 64063, United States
Phone
913-363-7401
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.6M
Discretionary AUM
$48.6M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $13.2M |
| High net worth individuals | 14 | $14.1M |
| Pension/profit sharing plans | 62 | $42.1M |
| Charitable organizations | 3 | $112K |
| Corporations/business entities | 3 | $2.1M |
All web addresses on file
- https://www.risebusconsultants.com/
- http://www.riseretirement.com
- https://www.riseconsultingus.com
- https://www.facebook.com/riseconsultingus
- https://www.instagram.com/riseconsultingus/?hl=en
- https://www.linkedin.com/company/riseretirement/?viewAsMember=true
- https://www.linkedin.com/in/sara-stiles-msfp-cfp%C2%AE-81b3b71a/
- https://www.linkedin.com/in/grant-stiles-cfp%C2%AE-9bb553101/
Official SEC filing: View on IAPD