Balanced Wealth Management

Balanced Wealth Management at a glance

• One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 4 employees and 243 individual clients, 18 of them high net worth.
• Its average account is about $203,000 (assets it manages divided by its 503 accounts).

Fee-only advisors in Rhode Island

Facts

Balanced Wealth Management fees

Balanced Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Robert Auclair

  CFP

• William Herbert