Firm
Old Forge Wealth Management
Warwick, Rhode Island
Fee-only
Old Forge Wealth Management 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 3 employees and 244 individual clients, 24 of them high net worth.
- Its average account is about $212,000 (assets it manages divided by its 467 accounts).
Facts
| Based in | Warwick, Rhode Island |
|---|---|
| Website | oldforgewealth.com |
| Phone | (401) 885-5787 |
Old Forge Wealth Management fees
Old Forge Wealth Management 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 | $99 million |
| Individual clients | 220 |
| High-net-worth clients | 24 |
| Accounts managed | 467 |
| Employees | 3 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 1, 2026 |
| SEC record | CRD 323417 |
Advisors at this firm (1)
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