What can I expect from you?
LLC or S Corp? Get clarity from a small business advisor
Talk through your structure with a Certified Financial Planner™ — and we’ll help set up the S Corp if it’s the right move.
Backed by world-class fintech execs and founders from
We help you get the structure and strategy right
How it works
1
We understand your situation.
We cover everything about your business and also about your personal finances. Because both matter.
2
Get a comprehensive plan.
We’ll dive deeper on your finances to spot optimizations and surface recommendations. If an S Corp makes sense, we’ll help you file the election and update your tax structure.
3
We're here for you
Meet your advisor over video and message them any time, as much as you want.
Traditional financial advisors:
Don’t have small business expertise
Don’t understand entity structure or tax planning
Can cost tens of thousands of dollars per year
Only available to high net-worth individuals
Are low-tech
Are focused on AUM
Are limited to their own products
As seen in
Financial advisory, as unique as your small business
Our Certified Financial Planners™ specialize in the unique challenges small business owners face with expertise across diverse industries.
Freelancers and agency owners
Creators
Private practices and healthcare providers
Real estate agents and property managers
Restaurant owners
Trusted and loved by thousands
Opened my eyes to new ways for financial planning - bridged the gap between S-Corp structures and retirement.
Nick, user researcherYou’ve given me more tax advice than my tax guys have in 3 years.
Samuel, consultantI swear my jaw dropped every page I went to. I was truly amazed. Every recommendation in my plan was SO personalized!
Grace, content creatorYou don’t need to pay more for the best financial advice
Essential
Comprehensive, personalized financial planning for your business and for you
Unlimited messaging with your advisor
Continuous monitoring of your finances for new opportunities
Unbiased advice personalized to your business and your personal finances
$150/month
Premium
Everything included in Essential, plus:
45-minute introductory video call with your Uprise Certified Financial Planner (CFP®) before drafting of the financial plan
45-minute video call to review your personalized financial plan
Additional calls as needed
$267/month
Complete
Everything included in Premium, plus:
S Corp election handled for you
Business and personal tax filing (LLC or S Corp)
Includes Schedule C, Form 1120S, and state returns
Integrated tax services provided by a licensed tax partner
$417/month
Frequently asked questions
Do you serve people outside the US?
How are you able to make this so affordable?
Who is this for?
How does the money-back guarantee work?
Stop guessing about your business structure.
Talk to an advisor who knows S Corps and LLCs.