Andrea McNamara
Washington Trust Advisors · Providence, Rhode Island
Andrea McNamara is a fee-only financial advisor at Washington Trust Advisors in Providence, Rhode Island, who holds the CFP credential. Washington Trust Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Andrea →
Facts
| Firm | Washington Trust Advisors |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, MA, RI · CRD 4338312 |
| Exams passed | Series 63 (2001) · Series 66 (2003) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How Andrea's firm compares
- Washington Trust Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,779 accounts).
Request an introduction to Andrea
Tell Andrea a little about what you're looking for. Andrea isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrea
Is Andrea McNamara a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrea holds no broker registration, and Washington Trust Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrea charge for financial advice?
Andrea's firm, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Andrea McNamara based?
Andrea McNamara is based in Providence, Rhode Island.
What credentials does Andrea McNamara hold?
Andrea McNamara holds the CFP credential.
Is Andrea McNamara registered with the SEC?
Yes. Andrea McNamara is registered as an investment adviser representative in CT, MA and RI (CRD 4338312), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Washington Trust Advisors manage?
Washington Trust Advisors reports $2.39B across 1,779 accounts in assets under management.
How do I contact Andrea McNamara?
Through Andrea's website, www.washtrustwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.