George Greer
Sheeley & Partners Wealth Management · Providence, Rhode Island
George Greer is a fee-only financial advisor at Sheeley & Partners Wealth Management in Providence, Rhode Island. George charges a percentage of assets and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Sheeley & Partners Wealth Management |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $131.3M across 82 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4117879 |
| Exams passed | Series 63 (2000) · Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sheeleypartners.com |
How George's firm compares
- Sheeley & Partners Wealth Management's average account is about $1.6 million, from its Form ADV (assets managed divided by 82 accounts).
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Questions about George
Is George Greer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Sheeley & Partners Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George charges a percentage of assets.
Where is George Greer based?
George Greer is based in Providence, Rhode Island.
What does George specialize in?
George's specialties include retirement planning, estate & legacy planning and family wealth transfer. George works with high earners and multi-generational families.
Is George Greer registered with the SEC?
Yes. George Greer is registered as an investment adviser representative in MA (CRD 4117879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sheeley & Partners Wealth Management manage?
Sheeley & Partners Wealth Management reports $131.3M across 82 accounts in assets under management.
How do I contact George Greer?
Through George's website, www.sheeleypartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Sheeley & Partners 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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