Firm
Lodestar Wealth
Providence, Rhode Island
Fee-only
Lodestar Wealth at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 46 individual clients, 11 of them high net worth.
- Its average account is about $242,000 (assets it manages divided by its 139 accounts).
Facts
| Based in | Providence, Rhode Island |
|---|---|
| Website | lodestarwealth.com |
| Phone | (617) 386-2055 |
Lodestar Wealth fees
Lodestar Wealth 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 | $34 million |
| Individual clients | 35 |
| High-net-worth clients | 11 |
| Accounts managed | 139 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 308028 |