Hourly financial advisors in Rhode Island
How do I find fee-only advisors who charge by the hour in Rhode Island?
In Rhode Island, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. Records to start with include Jake Northrup of Experience Your Wealth, LLC, Greg Young of APFORIA, LTD and Gregory Lavine of Parsons Capital Management.
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.
- 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.
- Patrick Randall Bulldog Financial Planning, Cumberland Holds the CFP. Fees on file: hourly, percentage of assets.
- Angela Thomson Coastal Financial Planning, Lincoln Holds the CFP. Fees on file: percentage of assets.
- Jan Hilfer Eisenhilfer Capital, Lincoln Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 46
- Firms
- 28
- Cities
- 14
- Hold the CFP
- 43%
- Other credentials: CFA 9% · EA 2% · ChFC 2%
- How they charge (of 46 with fees on file): percentage of assets 96% · hourly 89% · fixed fees 76% · ongoing planning fee 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Maine (84)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Rhode Island are there?
The Wellspent public graph lists 46 fee-only advisors who charge by the hour in Rhode Island, at 28 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who charge by the hour in Rhode Island located?
Of the 46 fee-only advisors who charge by the hour in Rhode Island, 23 are in Providence, followed by 4 in North Kingstown and 3 in Cumberland.
How do fee-only advisors who charge by the hour in Rhode Island charge?
The most common fee among fee-only advisors who charge by the hour in Rhode Island is a percentage of assets, used by 96% of the 46 with fees on file. Many use more than one: 89% charge by the hour and 76% charge fixed fees.
How many fee-only advisors who charge by the hour in Rhode Island hold the CFP?
43% of the 46 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Rhode Island?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 46 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 |
| Patrick Randall | Bulldog Financial Planning | Cumberland | CFP | Hourly, Percentage of assets |
| Keyana Johns Russ | F.L.Putnam Investment Management Company | Providence | CFP, RICP, MBA | Percentage of assets, Hourly |
| Angela Thomson | Coastal Financial Planning | Lincoln | CFP | Percentage of assets |
| Christopher Benoit | CB Capital | Cumberland | CFP | Percentage of assets, Hourly |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Mackenzie Richards | SK Wealth Management | Providence | CFP | Percentage of assets, Hourly |
| 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 |
| Eric Thomson | Zarathustra Wealth Management | Providence | Not listed | Percentage of assets, Hourly |
| 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 |
| Judith Higgins | Blue Chip Financial Advisors | East Providence | Not listed | Percentage of assets, Hourly |
| Linda Jamison | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Michael Aragao | M. W. Aragao Investment Advisors | Cumberland | Not listed | Percentage of assets, Hourly |
| Michael Moeller | Slocum, Gordon & | Newport | Not listed | Percentage of assets, Hourly |
| Peter Hunt | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Shari Seidman | Astoria Strategic Wealth | Providence | Not listed | Percentage of assets, Hourly |
| Stacey Sternberg | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Stephen Clair | Hall Capital Management Company | Barrington | Not listed | Percentage of assets, Hourly |
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