Joseph Kolb
Wickford Wealth Management · North Kingstown, Rhode Island
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Wickford Wealth Management |
|---|---|
| Based in | North Kingstown, Rhode Island |
| Fee model | Percentage of assets · Ongoing planning fee |
| Assets under management | $71.4M across 209 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, RI · CRD 5557883 |
| Exams passed | Series 65 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wickfordwealth.com |
How Joseph's firm compares
- Wickford Wealth Management's average account is about $342,000, from its Form ADV (assets managed divided by 209 accounts).
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Questions about Joseph
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.
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
- Wickford 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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