# Advisors for $1 million to $3 million in Rhode Island > In Rhode Island, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Gregory Lavine of Parsons Capital Management, Stephen Poplaski of Washington Trust Wealth Management and Andrea McNamara of Washington Trust Advisors. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/rhode-island/ 25 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 for $1 million to $3 million in Rhode Island? In Rhode Island, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Gregory Lavine of Parsons Capital Management, Stephen Poplaski of Washington Trust Wealth Management and Andrea McNamara of Washington Trust Advisors. ## How many fee-only advisors for $1 million to $3 million in Rhode Island are there? The Wellspent public graph lists 25 fee-only advisors for $1 million to $3 million in Rhode Island, at 8 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in Rhode Island located? Of the 25 fee-only advisors for $1 million to $3 million in Rhode Island, 17 are in Providence, followed by 4 in Westerly and 3 in Wakefield. ## How do fee-only advisors for $1 million to $3 million in Rhode Island charge? All 25 fee-only advisors for $1 million to $3 million in Rhode Island with fees on file charge a percentage of assets. Many use more than one: 80% charge fixed fees and 52% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in Rhode Island hold the CFP? 36% of the 25 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in Rhode Island? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [Gregory Barishian](https://find.wellspent.co/advisors/gregory-barishian.md) | Aurelius Family Office | Chepachet, Rhode Island | CFP | Percentage of assets, Fixed fees | | [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 | | [George Greer](https://find.wellspent.co/advisors/george-greer.md) | Sheeley & Partners Wealth Management | Providence, Rhode Island | | Percentage of assets | | [Dennis McGuire](https://find.wellspent.co/advisors/dennis-mcguire-328137.md) | McGuire Wealth Management | Wakefield, Rhode Island | | Percentage of assets | | [Dennis McGuire](https://find.wellspent.co/advisors/dennis-mcguire.md) | McGuire Wealth Management | Wakefield, Rhode Island | | Percentage of assets | | [Sean McGuire](https://find.wellspent.co/advisors/sean-mcguire.md) | McGuire Wealth Management | Wakefield, Rhode Island | | Percentage of assets | | [Aaron Wade](https://find.wellspent.co/advisors/aaron-wade.md) | Washington Trust Advisors | Westerly, Rhode Island | CFP | 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 | | [Donald Previe](https://find.wellspent.co/advisors/donald-previe.md) | Washington Trust Advisors | Providence, Rhode Island | CFP | 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 | | [John Trevor](https://find.wellspent.co/advisors/john-trevor.md) | Parsons Capital Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [David Von Hemert](https://find.wellspent.co/advisors/david-von-hemert.md) | Parsons Capital Management | Providence, Rhode Island | CFA | Percentage of assets, Hourly, Fixed fees | | [Joan Caine](https://find.wellspent.co/advisors/joan-caine.md) | Parsons Capital Management | Providence, Rhode Island | CFA | Percentage of assets, Hourly, Fixed fees | | [Charles Parsons](https://find.wellspent.co/advisors/charles-parsons.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Christopher Coleman](https://find.wellspent.co/advisors/christopher-coleman.md) | Clarendon Private | Providence, Rhode Island | | Percentage of assets | | [Edwin Fischer](https://find.wellspent.co/advisors/edwin-fischer.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [James Maynard](https://find.wellspent.co/advisors/james-maynard.md) | Washington Trust Advisors | Westerly, Rhode Island | | Percentage of assets, Fixed fees | | [John Mullen](https://find.wellspent.co/advisors/john-mullen.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [John Parsons](https://find.wellspent.co/advisors/john-parsons.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Larry Henderson](https://find.wellspent.co/advisors/larry-henderson.md) | Washington Trust Advisors | Westerly, Rhode Island | | Percentage of assets, Fixed fees | | [Linda Jamison](https://find.wellspent.co/advisors/linda-jamison.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Peter Hunt](https://find.wellspent.co/advisors/peter-hunt.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Stacey Sternberg](https://find.wellspent.co/advisors/stacey-sternberg.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, 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).