Firm
McGuire Wealth Management
Wakefield, Rhode Island
Fee-only
McGuire Wealth Management at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 5 employees and 302 individual clients, 175 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 839 accounts).
Facts
| Based in | Wakefield, Rhode Island |
|---|---|
| Website | mcguirewealth.com |
| Phone | (401) 364-5000 |
McGuire Wealth Management fees
McGuire Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 127 |
| High-net-worth clients | 175 |
| Accounts managed | 839 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-113698) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 296271 |
Advisors at this firm (3)
Other fee-only firms in Rhode Island
- Old Forge Wealth Management · Warwick
- Parsons Capital Management · Providence
- Quahog Investments · Richmond
- Sheeley & Partners Wealth Management · Providence
- SK Wealth Management · Providence
- Slocum, Gordon & · Newport
- South County Wealth Planning · Saunderstown
- Sowa Financial Group · Lincoln