Firm
CB Capital
North Smithfield, Rhode Island
Fee-only
CB Capital at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 61 individual clients, 43 of them high net worth.
- Its average account is about $662,000 (assets it manages divided by its 188 accounts).
Facts
| Based in | North Smithfield, Rhode Island |
|---|---|
| Website | cbcapitalllc.com |
| Phone | (401) 768-3361 |
CB Capital fees
CB Capital 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $124 million |
| Individual clients | 18 |
| High-net-worth clients | 43 |
| Accounts managed | 188 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136860) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 300200 |
Advisors at this firm (1)
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