Mackenzie Richards
SK Wealth Management · Providence, Rhode Island
Mackenzie Richards is a fee-only financial advisor at SK Wealth Management in Providence, Rhode Island, who holds the CFP credential. SK Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | SK Wealth Management |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $639.0M across 1,206 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in RI · CRD 6031168 |
| Exams passed | Series 66 (2013) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/02fx8tdwuxotpuybdvemwj |
How Mackenzie's firm compares
- SK Wealth Management's average account is about $530,000, from its Form ADV (assets managed divided by 1,206 accounts).
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Questions about Mackenzie
Is Mackenzie Richards a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mackenzie holds no broker registration, and SK Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mackenzie charge for financial advice?
Mackenzie's firm, SK Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mackenzie Richards based?
Mackenzie Richards is based in Providence, Rhode Island.
What credentials does Mackenzie Richards hold?
Mackenzie Richards holds the CFP credential.
Is Mackenzie Richards registered with the SEC?
Yes. Mackenzie Richards is registered as an investment adviser representative in RI (CRD 6031168), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SK Wealth Management manage?
SK Wealth Management reports $639.0M across 1,206 accounts in assets under management.
How do I contact Mackenzie Richards?
Through Mackenzie's website, open.spotify.com/show/02fx8tdwuxotpuybdvemwj.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
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
- 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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