Joe Brown
APFORIA, LTD · Westerly, Rhode Island
Joe Brown is a fee-only financial advisor at APFORIA, LTD in Westerly, Rhode Island, who holds the CFP, PhD and MSFP credentials. APFORIA, LTD reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | APFORIA, LTD |
|---|---|
| Based in | Westerly, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $101.9M across 1,228 accounts |
| Credentials | CFP · PhD · MSFP |
| SEC registration | Investment adviser representative in RI · CRD 7716474 |
| Exams passed | Series 65 (2023) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | apforia.com |
| Profile |
How Joe's firm compares
- APFORIA, LTD's average account is about $83,000, from its Form ADV (assets managed divided by 1,228 accounts).
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Questions about Joe
Is Joe Brown a fee-only financial advisor?
Yes. Joe Brown is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Joe's firm.
How does Joe charge for financial advice?
Joe's firm, APFORIA, LTD, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joe Brown based?
Joe Brown is based in Westerly, Rhode Island.
What credentials does Joe Brown hold?
Joe Brown holds the CFP, PhD and MSFP credentials.
Is Joe Brown registered with the SEC?
Yes. Joe Brown is registered as an investment adviser representative in RI (CRD 7716474), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does APFORIA, LTD manage?
APFORIA, LTD reports $101.9M across 1,228 accounts in assets under management.
How do I contact Joe Brown?
Through Joe's website, apforia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Westerly
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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