Firm
Invest Track Financial
Wakefield, Rhode Island
Fee-only
Invest Track Financial 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 2 employees and 29 individual clients, 19 of them high net worth.
- Its average account is about $838,000 (assets it manages divided by its 73 accounts).
Facts
| Based in | Wakefield, Rhode Island |
|---|---|
| Phone | (401) 787-1226 |
Invest Track Financial fees
Invest Track Financial 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 · Fixed fees |
|---|---|
| Assets managed | $61 million |
| Individual clients | 10 |
| High-net-worth clients | 19 |
| Accounts managed | 73 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 2, 2026 |
| SEC record | CRD 323211 |
Advisors at this firm (2)
Other fee-only firms in Rhode Island
- Lincoln Capital · East Greenwich
- Lodestar Wealth · Providence
- M. W. Aragao Investment Advisors · Cumberland
- MB Financial Planning · Richmond
- McGuire Wealth Management · Wakefield
- Old Forge Wealth Management · Warwick
- Parsons Capital Management · Providence
- Quahog Investments · Richmond