Flat-fee financial advisors in Rhode Island
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.
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.
- 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
- 60
- Firms
- 35
- Cities
- 15
- Hold the CFP
- 53%
- Other credentials: CFA 15% · CPA 2% · EA 2%
- How they charge (of 60 with fees on file): percentage of assets 95% · fixed fees 87% · hourly 62% · ongoing planning fee 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 60 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 |
| Sarah Dickenson Planning that helps people gain clarity on their finances, from a former creative small business owner with a love of psychology. | Abundo Wealth | Providence | Not listed | Subscription |
| 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 |
| 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 |
| Jan Hilfer | Eisenhilfer Capital | Lincoln | CFP | Percentage of assets, Hourly |
| 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 |
| Susan Gardiner | South County Wealth Planning | Saunderstown | CFP, MBA | Percentage of assets, Hourly |
| George Greer | Sheeley & Partners Wealth Management | Providence | Not listed | Percentage of assets |
| 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 |
| 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 |
| David Von Hemert | Parsons Capital Management | Providence | CFA | Percentage of assets, Hourly |
| Joan Caine | Parsons Capital Management | Providence | CFA | Percentage of assets, Hourly |
| Mark Provost | D & P Investment Advisors | Wakefield | PFS | Percentage of assets, Hourly |
| Charles Parsons | Parsons Capital Management | Providence | Not listed | 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 |
| Edwin Fischer | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| James Maynard | Washington Trust Advisors | Westerly | Not listed | Percentage of assets, Fixed fees |
| James Tavares | Lodestar Wealth | Providence | Not listed | Percentage of assets, Hourly |
| Jeffrey Gordon | Slocum, Gordon & | Newport | Not listed | Percentage of assets, Hourly |
| John Mullen | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| John Parsons | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Jonathan Kuczmarski | Efficient Capital Strategies | Providence | Not listed | Percentage of assets, Hourly |
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