Susan Gardiner
South County Wealth Planning · Saunderstown, Rhode Island
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.
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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 | $19.4M across 71 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in RI · CRD 7215740 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Susan's firm compares
- South County Wealth Planning's average account is about $273,000, from its Form ADV (assets managed divided by 71 accounts).
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Questions about Susan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Rhode Island
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- 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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