CFP financial advisors in Rhode Island
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Siperstein Eliot Rose Wealth Management, Providence Holds the CFP and CFA. Fees on file: one-time planning fee, percentage of assets.
- Jake Northrup Experience Your Wealth, LLC, Providence Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Timothy Geremia Invest Track Financial, Wakefield Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Kevin Arruda Cornerstone Financial Management LLC, Providence Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Greg Young APFORIA, LTD, North Kingstown Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Gregory Lavine Parsons Capital Management, Providence Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 37
- Firms
- 28
- Cities
- 13
- Hold the CFP
- 100%
- Other credentials: CFA 19% · CPA 3% · EA 3%
- How they charge (of 35 with fees on file): percentage of assets 94% · fixed fees 74% · hourly 46% · ongoing planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
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.
All 37 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jake Northrup | Experience Your Wealth, LLC | Providence | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee |
| Andrew Cayer | SK Wealth Management, LLC | Providence | CFP | One-time planning fee |
| Kevin Arruda | Cornerstone Financial Management LLC | Providence | CFP, CFA | Percentage of assets, Fixed fees |
| Gregory Barishian | Aurelius Family Office | Chepachet | CFP | Percentage of assets, Fixed fees |
| Patrick Randall | Bulldog Financial Planning | Cumberland | CFP | Hourly, Percentage of assets |
| Stephen Poplaski | Washington Trust Wealth Management | Westerly | CFP, CPA, PhD | Percentage of assets, Fixed fees |
| Keyana Johns Russ | F.L.Putnam Investment Management Company | Providence | CFP, RICP, MBA | Percentage of assets, Hourly |
| Jason Siperstein | Eliot Rose Wealth Management | Providence | CFP, CFA | One-time planning fee, Percentage of assets |
| Alexander Albert | Lincoln Capital | East Greenwich | CFP | Percentage of assets, Fixed fees |
| Angela Thomson | Coastal Financial Planning | Lincoln | CFP | Percentage of assets |
| Brittany Moran | Lincoln Capital | East Greenwich | CFP | Percentage of assets, Fixed fees |
| Christopher Benoit | CB Capital | Cumberland | CFP | Percentage of assets, Hourly |
| Joseph Kolb | Wickford Wealth Management | North Kingstown | CFP | Percentage of assets, Ongoing planning fee |
| Douglas Suhr | Whitener Capital Management | Middletown | CFP | Percentage of assets, Hourly |
| Jan Hilfer | Eisenhilfer Capital | Lincoln | CFP | Percentage of assets, Hourly |
| Robert Auclair | Balanced Wealth Management | West Warwick | CFP | Percentage of assets |
| Greg Young | APFORIA, LTD | North Kingstown | CFP, ChFC, EA, MSFP | Percentage of assets, Hourly |
| Joe Brown | APFORIA, LTD | Westerly | CFP, PhD, MSFP | Percentage of assets, Hourly |
| Joseph Brown | Always Ready Financial Planning LLC | Westerly | CFP, MA, PhD | Not listed |
| Mary Konetzny | TrueFocus Financial Partners LLC | North Kingstown | CFP | Percentage of assets, Fixed fees |
| Patrick Diamond | Diamond, Patrick Awaiting Firm Name | North Kingstown | CFP, JD | Not listed |
| Susan Gardiner | South County Wealth Planning | Saunderstown | CFP, MBA | Percentage of assets, Hourly |
| Aaron Wade | Washington Trust Advisors | Westerly | CFP | Percentage of assets, Fixed fees |
| Alexandra Geremia | Invest Track Financial | Wakefield | CFP, CFA | Percentage of assets, Fixed fees |
| Andrea McNamara | Washington Trust Advisors | Providence | CFP | Percentage of assets, Fixed fees |
| Andrew Snape | Parsons Capital Management | Providence | CFP | Percentage of assets, Hourly |
| Andrew Wong | SK Wealth Management | Providence | CFP | Percentage of assets, Hourly |
| Clifford Deck | Blue Chip Financial Advisors | East Providence | CFP | Percentage of assets, Hourly |
| Donald Previe | Washington Trust Advisors | Providence | CFP | Percentage of assets, Fixed fees |
| George Newfield | Cornerstone Financial Management | North Kingstown | CFP, CFA | Percentage of assets, Fixed fees |
| Gregory Lavine | Parsons Capital Management | Providence | CFP, CFA | Percentage of assets, Hourly |
| Jason Archambault | SK Wealth Management | Providence | CFP | Percentage of assets, Hourly |
| John Teixeira | Hall Capital Management Company | Barrington | CFP | Percentage of assets, Hourly |
| John Trevor | Parsons Capital Management | Providence | CFP | Percentage of assets, Hourly |
| Jonathan Ullman | Truefocus Financial Partners | North Kingstown | CFP | Percentage of assets, Fixed fees |
| Mackenzie Richards | SK Wealth Management | Providence | CFP | Percentage of assets, Hourly |
| Timothy Geremia | Invest Track Financial | Wakefield | CFP, CFA | Percentage of assets, Fixed fees |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes