Firm
M. W. Aragao Investment Advisors
Cumberland, Rhode Island
Fee-only
M. W. Aragao Investment Advisors 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 5 employees and 653 individual clients.
- Its average account is about $98,000 (assets it manages divided by its 477 accounts).
Facts
| Based in | Cumberland, Rhode Island |
|---|---|
| Website | mwaragao.com |
| Phone | (401) 475-7570 |
M. W. Aragao Investment Advisors fees
M. W. Aragao 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 |
|---|---|
| Assets managed | $47 million |
| Individual clients | 653 |
| Accounts managed | 477 |
| Employees | 5 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 134395 |
Advisors at this firm (1)
Other fee-only firms in Rhode Island
- MB Financial Planning · Richmond
- McGuire Wealth Management · Wakefield
- Old Forge Wealth Management · Warwick
- Parsons Capital Management · Providence
- Quahog Investments · Richmond
- Sheeley & Partners Wealth Management · Providence
- SK Wealth Management · Providence
- Slocum, Gordon & · Newport