# Flat-fee financial advisors in Rhode Island > In Rhode Island, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Jake Northrup of Experience Your Wealth, LLC, Jason Siperstein of Eliot Rose Wealth Management and Timothy Geremia of Invest Track Financial. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/rhode-island/ 60 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 charge flat or fixed fees in Rhode Island? In Rhode Island, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Jake Northrup of Experience Your Wealth, LLC, Jason Siperstein of Eliot Rose Wealth Management and Timothy Geremia of Invest Track Financial. ## How many fee-only advisors who charge flat or fixed fees in Rhode Island are there? The Wellspent public graph lists 60 fee-only advisors who charge flat or fixed fees in Rhode Island, at 35 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in Rhode Island located? Of the 60 fee-only advisors who charge flat or fixed fees in Rhode Island, 27 are in Providence, followed by 8 in North Kingstown and 5 in Westerly. ## How do fee-only advisors who charge flat or fixed fees in Rhode Island charge? The most common fee among fee-only advisors who charge flat or fixed fees in Rhode Island is a percentage of assets, used by 95% of the 60 with fees on file. Many use more than one: 87% charge fixed fees and 62% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Rhode Island hold the CFP? 53% of the 60 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Rhode Island? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | | [Sarah Dickenson](https://find.wellspent.co/advisors/sarah-dickenson.md) | Abundo Wealth | Providence, Rhode Island | | Subscription | | [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 | | [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 | | [Jan Hilfer](https://find.wellspent.co/advisors/jan-hilfer.md) | Eisenhilfer Capital | Lincoln, Rhode Island | CFP | Percentage of assets, Hourly | | [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 | | [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 | | [George Greer](https://find.wellspent.co/advisors/george-greer.md) | Sheeley & Partners Wealth Management | Providence, Rhode Island | | Percentage of assets | | [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 | | [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 | | [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 | | [Mark Provost](https://find.wellspent.co/advisors/mark-provost.md) | D & P Investment Advisors | Wakefield, Rhode Island | PFS | 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 | | [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 | | [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 | | [James Tavares](https://find.wellspent.co/advisors/james-tavares.md) | Lodestar Wealth | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Gordon](https://find.wellspent.co/advisors/jeffrey-gordon.md) | Slocum, Gordon & | Newport, Rhode Island | | Percentage of assets, Hourly, 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 | | [Jonathan Kuczmarski](https://find.wellspent.co/advisors/jonathan-kuczmarski.md) | Efficient Capital Strategies | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 60. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/rhode-island/?page=2 ## 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).