# CFP financial advisors in Rhode Island > In Rhode Island, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Jason Siperstein of Eliot Rose Wealth Management, Jake Northrup of Experience Your Wealth, LLC and Timothy Geremia of Invest Track Financial. Page: https://find.wellspent.co/by/cfp-financial-advisors/rhode-island/ 37 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFP in Rhode Island? In Rhode Island, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Jason Siperstein of Eliot Rose Wealth Management, Jake Northrup of Experience Your Wealth, LLC and Timothy Geremia of Invest Track Financial. ## How many fee-only advisors who hold the CFP in Rhode Island are there? The Wellspent public graph lists 37 fee-only advisors who hold the CFP in Rhode Island, at 28 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFP in Rhode Island located? Of the 37 fee-only advisors who hold the CFP in Rhode Island, 13 are in Providence, followed by 6 in North Kingstown and 4 in Westerly. ## How do fee-only advisors who hold the CFP in Rhode Island charge? The most common fee among fee-only advisors who hold the CFP in Rhode Island is a percentage of assets, used by 94% of the 35 with fees on file. Many use more than one: 74% charge fixed fees and 46% charge by the hour. ## How many fee-only advisors who hold the CFP in Rhode Island hold the CFP? 100% of the 37 fee-only advisors who hold the CFP in Rhode Island hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who hold the CFP? We count an advisor here when their record lists the CFP. ## What should I ask fee-only advisors who hold the CFP in Rhode Island? How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge? ## How current is this list of fee-only advisors who hold the CFP in Rhode Island? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jake Northrup](https://find.wellspent.co/advisors/jake-northrup.md) | Experience Your Wealth, LLC | Providence, Rhode Island | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee | | [Andrew Cayer](https://find.wellspent.co/advisors/andrew-cayer.md) | SK Wealth Management, LLC | Providence, Rhode Island | CFP | One-time planning fee | | [Kevin Arruda](https://find.wellspent.co/advisors/kevin-arruda.md) | Cornerstone Financial Management LLC | Providence, Rhode Island | CFP, CFA | Percentage of assets, Fixed fees | | [Gregory Barishian](https://find.wellspent.co/advisors/gregory-barishian.md) | Aurelius Family Office | Chepachet, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Patrick Randall](https://find.wellspent.co/advisors/patrick-randall.md) | Bulldog Financial Planning | Cumberland, Rhode Island | CFP | Hourly, Percentage of assets | | [Stephen Poplaski](https://find.wellspent.co/advisors/stephen-poplaski.md) | Washington Trust Wealth Management | Westerly, Rhode Island | CFP, CPA, PhD | Percentage of assets, Fixed fees | | [Keyana Johns Russ](https://find.wellspent.co/advisors/keyana-johns-russ.md) | F.L.Putnam Investment Management Company | Providence, Rhode Island | CFP, RICP, MBA | Percentage of assets, Hourly, Fixed fees | | [Jason Siperstein](https://find.wellspent.co/advisors/jason-siperstein.md) | Eliot Rose Wealth Management | Providence, Rhode Island | CFP, CFA | One-time planning fee, Percentage of assets | | [Alexander Albert](https://find.wellspent.co/advisors/alexander-albert.md) | Lincoln Capital | East Greenwich, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Angela Thomson](https://find.wellspent.co/advisors/angela-thomson.md) | Coastal Financial Planning | Lincoln, Rhode Island | CFP | Percentage of assets | | [Brittany Moran](https://find.wellspent.co/advisors/brittany-moran.md) | Lincoln Capital | East Greenwich, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Christopher Benoit](https://find.wellspent.co/advisors/christopher-benoit.md) | CB Capital | Cumberland, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Kolb](https://find.wellspent.co/advisors/joseph-kolb.md) | Wickford Wealth Management | North Kingstown, Rhode Island | CFP | Percentage of assets, Ongoing planning fee | | [Douglas Suhr](https://find.wellspent.co/advisors/douglas-suhr.md) | Whitener Capital Management | Middletown, Rhode Island | CFP | Percentage of assets, Hourly | | [Jan Hilfer](https://find.wellspent.co/advisors/jan-hilfer.md) | Eisenhilfer Capital | Lincoln, Rhode Island | CFP | Percentage of assets, Hourly | | [Robert Auclair](https://find.wellspent.co/advisors/robert-auclair.md) | Balanced Wealth Management | West Warwick, Rhode Island | CFP | Percentage of assets | | [Greg Young](https://find.wellspent.co/advisors/greg-young.md) | APFORIA, LTD | North Kingstown, Rhode Island | CFP, ChFC, EA, MSFP | Percentage of assets, Hourly, Fixed fees | | [Joe Brown](https://find.wellspent.co/advisors/joe-brown.md) | APFORIA, LTD | Westerly, Rhode Island | CFP, PhD, MSFP | Percentage of assets, Hourly, Fixed fees | | [Joseph Brown](https://find.wellspent.co/advisors/joseph-brown.md) | Always Ready Financial Planning LLC | Westerly, Rhode Island | CFP, MA, PhD | | | [Mary Konetzny](https://find.wellspent.co/advisors/mary-konetzny.md) | TrueFocus Financial Partners LLC | North Kingstown, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Patrick Diamond](https://find.wellspent.co/advisors/patrick-diamond.md) | Diamond, Patrick Awaiting Firm Name | North Kingstown, Rhode Island | CFP, JD | | | [Susan Gardiner](https://find.wellspent.co/advisors/susan-gardiner.md) | South County Wealth Planning | Saunderstown, Rhode Island | CFP, MBA | Percentage of assets, Hourly, Fixed fees | | [Aaron Wade](https://find.wellspent.co/advisors/aaron-wade.md) | Washington Trust Advisors | Westerly, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Alexandra Geremia](https://find.wellspent.co/advisors/alexandra-geremia.md) | Invest Track Financial | Wakefield, Rhode Island | CFP, CFA | Percentage of assets, Fixed fees | | [Andrea McNamara](https://find.wellspent.co/advisors/andrea-mcnamara.md) | Washington Trust Advisors | Providence, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Andrew Snape](https://find.wellspent.co/advisors/andrew-snape.md) | Parsons Capital Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Wong](https://find.wellspent.co/advisors/andrew-wong.md) | SK Wealth Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Clifford Deck](https://find.wellspent.co/advisors/clifford-deck.md) | Blue Chip Financial Advisors | East Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald Previe](https://find.wellspent.co/advisors/donald-previe.md) | Washington Trust Advisors | Providence, Rhode Island | CFP | Percentage of assets, Fixed fees | | [George Newfield](https://find.wellspent.co/advisors/george-newfield.md) | Cornerstone Financial Management | North Kingstown, Rhode Island | CFP, CFA | Percentage of assets, Fixed fees | | [Gregory Lavine](https://find.wellspent.co/advisors/gregory-lavine.md) | Parsons Capital Management | Providence, Rhode Island | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jason Archambault](https://find.wellspent.co/advisors/jason-archambault.md) | SK Wealth Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [John Teixeira](https://find.wellspent.co/advisors/john-teixeira.md) | Hall Capital Management Company | Barrington, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [John Trevor](https://find.wellspent.co/advisors/john-trevor.md) | Parsons Capital Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Jonathan Ullman](https://find.wellspent.co/advisors/jonathan-ullman.md) | Truefocus Financial Partners | North Kingstown, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Mackenzie Richards](https://find.wellspent.co/advisors/mackenzie-richards.md) | SK Wealth Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Timothy Geremia](https://find.wellspent.co/advisors/timothy-geremia.md) | Invest Track Financial | Wakefield, Rhode Island | CFP, CFA | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).