Advisors for under $500,000 in Rhode Island
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jake Northrup Experience Your Wealth, LLC, Providence Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Jason Siperstein Eliot Rose Wealth Management, Providence Holds the CFP and CFA. Fees on file: one-time planning fee, percentage of assets.
- Greg Young APFORIA, LTD, North Kingstown Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Kevin Arruda Cornerstone Financial Management LLC, Providence Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Joseph Kolb Wickford Wealth Management, North Kingstown Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Patrick Randall Bulldog Financial Planning, Cumberland Holds the CFP. Fees on file: hourly, percentage of assets.
By the numbers
- Advisors listed
- 36
- Firms
- 30
- Cities
- 16
- Hold the CFP
- 50%
- Other credentials: CFA 11% · EA 3% · ChFC 3%
- How they charge (of 36 with fees on file): percentage of assets 97% · fixed fees 64% · hourly 58% · 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
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
Questions about advisors for under $500,000
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.
All 36 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 |
| Kevin Arruda | Cornerstone Financial Management LLC | Providence | CFP, CFA | Percentage of assets, Fixed fees |
| Patrick Randall | Bulldog Financial Planning | Cumberland | CFP | Hourly, Percentage of assets |
| 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 |
| Brittany Moran | Lincoln Capital | East Greenwich | CFP | Percentage of assets, Fixed fees |
| 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 |
| Mary Konetzny | TrueFocus Financial Partners LLC | North Kingstown | CFP | Percentage of assets, Fixed fees |
| Shaun Scott | Old Forge Wealth Management | Warwick | Not listed | Percentage of assets, Hourly |
| Susan Gardiner | South County Wealth Planning | Saunderstown | CFP, MBA | Percentage of assets, Hourly |
| Michael Abbood | Veritas Wealth Management | North Kingstown | Not listed | Percentage of assets, Hourly |
| Michael Bronson | MB Financial Planning | Richmond | Not listed | Percentage of assets, Hourly |
| Thomas Abbood | Veritas Wealth Management | North Kingstown | Not listed | Percentage of assets, Hourly |
| Clifford Deck | Blue Chip Financial Advisors | East Providence | CFP | Percentage of assets, Hourly |
| George Newfield | Cornerstone Financial Management | North Kingstown | CFP, CFA | Percentage of assets, Fixed fees |
| John Teixeira | Hall Capital Management Company | Barrington | CFP | Percentage of assets, Hourly |
| Jonathan Ullman | Truefocus Financial Partners | North Kingstown | CFP | Percentage of assets, Fixed fees |
| Mark Provost | D & P Investment Advisors | Wakefield | PFS | Percentage of assets, Hourly |
| Connor Morenzi | Wealthcare Investment Partners | Smithfield | Not listed | Percentage of assets, Hourly |
| Donna Cournoyer | Moore Financial Advisors | Middletown | Not listed | Percentage of assets, Hourly |
| Eric Thomson | Zarathustra Wealth Management | Providence | Not listed | Percentage of assets, Hourly |
| James Cogswell | Stillwater Investments | Smithfield | Not listed | Percentage of assets |
| James Tavares | Lodestar Wealth | Providence | Not listed | Percentage of assets, Hourly |
| Jeremy Sylvester | Quahog Investments | Richmond | Not listed | Percentage of assets |
| Judith Higgins | Blue Chip Financial Advisors | East Providence | Not listed | Percentage of assets, Hourly |
| Michael Aragao | M. W. Aragao Investment Advisors | Cumberland | Not listed | Percentage of assets, Hourly |
| Shari Seidman | Astoria Strategic Wealth | Providence | Not listed | Percentage of assets, Hourly |
| Stephen Clair | Hall Capital Management Company | Barrington | Not listed | Percentage of assets, Hourly |
| Steven Beauvais | Sowa Financial Group | Lincoln | Not listed | Percentage of assets, Fixed fees |
| Tamara Notarianni | Cornerstone Financial Management | North Kingstown | Not listed | Percentage of assets, Fixed fees |
| Victor Melfa | Factor Investing Group | Newport | Not listed | Percentage of assets |
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