Firm
Eliot Rose Wealth Management
Providence, Rhode Island
Fee-only
Facts
| Based in | Providence, Rhode Island |
|---|---|
| Website | eliotrose.com |
| Phone | (401) 588-5102 |
Eliot Rose Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,400 |
|---|---|
| Asset-based fee | 0.5% to 1.25% a year |
| How it charges | One-time plans or projects · Percentage of assets |
In the firm's words
"one-time flat fee of $5,400" source
"0.5% to 1.25% a year, billed quarterly" source
"0.5% to 1.25% a year, billed quarterly" source
"typically with $2 million to $10 million in investments" source
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 · Fixed fees |
|---|---|
| Assets managed | $186 million |
| Individual clients | 88 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 120465 |