# Susan Gardiner

> Susan Gardiner is a fee-only financial advisor at South County Wealth Planning in Saunderstown, Rhode Island, who holds the CFP and MBA credentials. South County Wealth Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/susan-gardiner/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** South County Wealth Planning
- **Based in:** Saunderstown, Rhode Island
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $19.4M across 71 accounts
- **Credentials:** CFP, MBA
- **CRD:** 7215740 (https://adviserinfo.sec.gov/individual/summary/7215740)
- **SEC registration:** Investment adviser representative in RI
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Susan Gardiner a fee-only financial advisor?

Yes. Susan Gardiner is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Susan's firm.

### How does Susan charge for financial advice?

Susan's firm, South County Wealth Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Susan Gardiner based?

Susan Gardiner is based in Saunderstown, Rhode Island.

### What credentials does Susan Gardiner hold?

Susan Gardiner holds the CFP and MBA credentials.

### Is Susan Gardiner registered with the SEC?

Yes. Susan Gardiner is registered as an investment adviser representative in RI (CRD 7215740), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does South County Wealth Planning manage?

South County Wealth Planning reports $19.4M across 71 accounts in assets under management.

### How do I contact Susan Gardiner?

Contact details aren't on file yet. Search for South County Wealth Planning.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/49367): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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