# Advisors for under $500,000 in Rhode Island > In Rhode Island, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Jake Northrup of Experience Your Wealth, LLC, Jason Siperstein of Eliot Rose Wealth Management and Greg Young of APFORIA, LTD. Page: https://find.wellspent.co/by/financial-advisors-under-500k/rhode-island/ 36 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 under $500,000 in Rhode Island? In Rhode Island, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Jake Northrup of Experience Your Wealth, LLC, Jason Siperstein of Eliot Rose Wealth Management and Greg Young of APFORIA, LTD. ## How many fee-only advisors for under $500,000 in Rhode Island are there? The Wellspent public graph lists 36 fee-only advisors for under $500,000 in Rhode Island, at 30 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Rhode Island located? Of the 36 fee-only advisors for under $500,000 in Rhode Island, 8 are in North Kingstown, followed by 6 in Providence and 2 in Cumberland. ## How do fee-only advisors for under $500,000 in Rhode Island charge? The most common fee among fee-only advisors for under $500,000 in Rhode Island is a percentage of assets, used by 97% of the 36 with fees on file. Many use more than one: 64% charge fixed fees and 58% charge by the hour. ## How many fee-only advisors for under $500,000 in Rhode Island hold the CFP? 50% of the 36 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in Rhode Island? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | | [Kevin Arruda](https://find.wellspent.co/advisors/kevin-arruda.md) | Cornerstone Financial Management LLC | Providence, Rhode Island | CFP, CFA | 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 | | [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 | | [Brittany Moran](https://find.wellspent.co/advisors/brittany-moran.md) | Lincoln Capital | East Greenwich, Rhode Island | CFP | Percentage of assets, 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 | | [Mary Konetzny](https://find.wellspent.co/advisors/mary-konetzny.md) | TrueFocus Financial Partners LLC | North Kingstown, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Shaun Scott](https://find.wellspent.co/advisors/shaun-scott.md) | Old Forge Wealth Management | Warwick, Rhode Island | | Percentage of assets, Hourly | | [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 | | [Michael Abbood](https://find.wellspent.co/advisors/michael-abbood.md) | Veritas Wealth Management | North Kingstown, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Michael Bronson](https://find.wellspent.co/advisors/michael-bronson.md) | MB Financial Planning | Richmond, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Thomas Abbood](https://find.wellspent.co/advisors/thomas-abbood.md) | Veritas Wealth Management | North Kingstown, Rhode Island | | 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 | | [George Newfield](https://find.wellspent.co/advisors/george-newfield.md) | Cornerstone Financial Management | North Kingstown, Rhode Island | CFP, CFA | Percentage of assets, 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 | | [Jonathan Ullman](https://find.wellspent.co/advisors/jonathan-ullman.md) | Truefocus Financial Partners | North Kingstown, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Mark Provost](https://find.wellspent.co/advisors/mark-provost.md) | D & P Investment Advisors | Wakefield, Rhode Island | PFS | Percentage of assets, Hourly, Fixed fees | | [Connor Morenzi](https://find.wellspent.co/advisors/connor-morenzi.md) | Wealthcare Investment Partners | Smithfield, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Donna Cournoyer](https://find.wellspent.co/advisors/donna-cournoyer.md) | Moore Financial Advisors | Middletown, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Eric Thomson](https://find.wellspent.co/advisors/eric-thomson.md) | Zarathustra Wealth Management | Providence, Rhode Island | | Percentage of assets, Hourly | | [James Cogswell](https://find.wellspent.co/advisors/james-cogswell.md) | Stillwater Investments | Smithfield, Rhode Island | | Percentage of assets | | [James Tavares](https://find.wellspent.co/advisors/james-tavares.md) | Lodestar Wealth | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Jeremy Sylvester](https://find.wellspent.co/advisors/jeremy-sylvester.md) | Quahog Investments | Richmond, Rhode Island | | Percentage of assets | | [Judith Higgins](https://find.wellspent.co/advisors/judith-higgins.md) | Blue Chip Financial Advisors | East Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Michael Aragao](https://find.wellspent.co/advisors/michael-aragao.md) | M. W. Aragao Investment Advisors | Cumberland, Rhode Island | | Percentage of assets, Hourly | | [Shari Seidman](https://find.wellspent.co/advisors/shari-seidman.md) | Astoria Strategic Wealth | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Stephen Clair](https://find.wellspent.co/advisors/stephen-clair.md) | Hall Capital Management Company | Barrington, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Steven Beauvais](https://find.wellspent.co/advisors/steven-beauvais.md) | Sowa Financial Group | Lincoln, Rhode Island | | Percentage of assets, Fixed fees | | [Tamara Notarianni](https://find.wellspent.co/advisors/tamara-notarianni.md) | Cornerstone Financial Management | North Kingstown, Rhode Island | | Percentage of assets, Fixed fees | | [Victor Melfa](https://find.wellspent.co/advisors/victor-melfa.md) | Factor Investing Group | Newport, Rhode Island | | Percentage of assets | ## 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).