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Rise Wealth Advisors
RISE WEALTH ADVISORS, INC. is a state-registered investment adviser in MT PLEASANT, MI. It has 7 employees and 4 investment advisers. The firm is based in...
Overview
RISE WEALTH ADVISORS, INC. is a state-registered investment adviser in MT PLEASANT, MI. It has 7 employees and 4 investment advisers. The firm is based in Michigan.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Mt Pleasant
Corporate office
San Francisco, CA, United States
Principals
Delia Fernandez
Founder
Sector focus
Frequently asked questions
Who makes investment decisions at Rise Wealth Advisors?
Delia Fernandez, the founder, serves as the sole investment decision-maker and portfolio manager. The firm does not employ an investment committee or delegate discretion to external model providers. This structure centralizes accountability but also means the investment process is inseparable from Fernandez's personal judgment and continued involvement.
What is the firm's regulatory posture?
Rise Wealth Advisors operates as a fee-only registered investment advisor, accepting no commissions, referral fees, or product-based compensation. The firm acts as a fiduciary under the Investment Advisers Act of 1940, a legal standard that requires it to place client interests ahead of its own — distinct from the suitability standard governing broker-dealers.
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