Firm
Experience Your Wealth, LLC
Providence, Rhode Island
Fee-only
Experience Your Wealth, LLC at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 3 employees and 70 individual clients, 22 of them high net worth.
- Its average account is about $254,000 (assets it manages divided by its 415 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Facts
| Based in | Providence, Rhode Island |
|---|---|
| Website | experienceyourwealth.com |
| [email protected] |
Experience Your Wealth, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $1,500 |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Investment: $1,500 one-time upfront fee" source
"Our fee is a flat annual amount based on your earned income and net worth" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $105 million |
| Individual clients | 48 |
| High-net-worth clients | 22 |
| Accounts managed | 415 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-136693) |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 305991 |