Dennis McGuire
McGuire Wealth Management · Wakefield, Rhode Island
Dennis McGuire is a fee-only financial advisor at McGuire Wealth Management in Wakefield, Rhode Island. Dennis charges a percentage of assets.
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Facts
| Firm | McGuire Wealth Management |
|---|---|
| Based in | Wakefield, Rhode Island |
| Fee model | Percentage of assets |
| Assets under management | $1.06B across 839 accounts |
| SEC registration | Investment adviser representative in RI · CRD 4336544 |
| Exams passed | Series 63 (2001) · Series 65 (2006) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.mcguirewealth.com |
How Dennis's firm compares
- McGuire Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Dennis
Is Dennis McGuire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dennis holds no broker registration, and McGuire Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dennis charge for financial advice?
Dennis charges a percentage of assets.
Where is Dennis McGuire based?
Dennis McGuire is based in Wakefield, Rhode Island.
Is Dennis McGuire registered with the SEC?
Yes. Dennis McGuire is registered as an investment adviser representative in RI (CRD 4336544), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does McGuire Wealth Management manage?
McGuire Wealth Management reports $1.06B across 839 accounts in assets under management.
How do I contact Dennis McGuire?
Through Dennis's website, www.mcguirewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wakefield
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
- McGuire Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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.
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