Firm
D & P Investment Advisors
Wakefield, Rhode Island
Fee-only
D & P Investment Advisors 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 PFS.
- Its Form ADV reports 1 employee and 228 individual clients, 58 of them high net worth.
- Its average account is about $306,000 (assets it manages divided by its 647 accounts).
Facts
| Based in | Wakefield, Rhode Island |
|---|---|
| Phone | (401) 792-0100 |
D & P Investment Advisors fees
D & P Investment Advisors 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 | $198 million |
| Individual clients | 170 |
| High-net-worth clients | 58 |
| Accounts managed | 647 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-124798) |
| Financial planning | Offered |
| Form ADV filed | March 6, 2026 |
| SEC record | CRD 119631 |
Advisors at this firm (1)
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