# Joseph Kolb

> Joseph Kolb is a fee-only financial advisor at Wickford Wealth Management in North Kingstown, Rhode Island, who holds the CFP credential. Joseph charges a percentage of assets and an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/joseph-kolb/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wickford Wealth Management
- **Based in:** North Kingstown, Rhode Island
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Assets under management (firm):** $71.4M across 209 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Retirees
- **CRD:** 5557883 (https://adviserinfo.sec.gov/individual/summary/5557883)
- **SEC registration:** Investment adviser representative in MA, RI
- **Exams passed:** Series 65 (2008)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wickfordwealth.com

## Frequently asked questions

### Is Joseph Kolb a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Wickford Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joseph charge for financial advice?

Joseph charges a percentage of assets and an ongoing planning fee.

### Where is Joseph Kolb based?

Joseph Kolb is based in North Kingstown, Rhode Island.

### What does Joseph specialize in?

Joseph's specialties include retirement planning, estate & legacy planning and tax planning. Joseph works with retirees.

### What credentials does Joseph Kolb hold?

Joseph Kolb holds the CFP credential.

### Is Joseph Kolb registered with the SEC?

Yes. Joseph Kolb is registered as an investment adviser representative in MA and RI (CRD 5557883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wickford Wealth Management manage?

Wickford Wealth Management reports $71.4M across 209 accounts in assets under management.

### How do I contact Joseph Kolb?

Through Joseph's website, www.wickfordwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5557883): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wickfordwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.