Updated January 09, 2024
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Risemint

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$56M
Years in business7+

About Risemint

Risemint is a distinguished fee-only fiduciary firm dedicated to wealth accumulation and comprehensive financial services for clients seeking long-term financial success. Their unwavering mission is to continuously fulfill their clients' evolving needs and establish enduring relationships built on trust.

At the heart of their approach is a robust financial planning process that revolves around each client's unique circumstances and aspirations. This customized financial plan serves as a roadmap for achieving clients' long-term goals and is regularly reviewed and updated to ensure alignment with their evolving needs.

Risemint stands out by seamlessly combining active and passive investing strategies to maximize the utility of investments over both medium and long-term horizons. The firm initially focused on investment management but has since evolved into a holistic wealth management firm, recognizing the need for a comprehensive approach to financial well-being.

Central to their philosophy is the belief that a well-coordinated financial plan is essential for clients to reach their objectives, whether those are retirement savings, legacy building, or other financial goals. This plan is meticulously crafted by considering both quantitative variables and the subjective elements of risk capacity and tolerance.

Their commitment to portfolio management remains unwavering. Once the plan is established and risk allocation determined, Risemint prioritizes the efficient deployment of investments in high-quality funds. Clients can expect a long-lasting relationship with their representative, ensuring their financial well-being over years and potentially decades.

Risemint's wealth dashboard provides clients with a clear view of their financial progress, empowering them to make informed decisions. They understand the critical difference between risk tolerance and risk capacity, leveraging a custom wealth plan to determine the logical side of risk – what investors need to take to reach their goals.

For clients choosing their wealth planning services, Risemint simplifies the onboarding process, offering introductory calls, strategy meetings, and comprehensive plans with actionable items. Their interactive and collaborative "financial dashboard" ensures clients have easy access to their financial plans and progress updates.

Moreover, Risemint proactively addresses the 14 Wealth Management Issues, preparing clients for various financial and life transitions. From investment and cash flow planning to estate distribution and charitable gift planning, Risemint is a trusted partner in navigating life's financial complexities.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Investment Management
  2. Wealth Management
  3. 401(k) Plans

More about Risemint

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
2895673

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Risemint.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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