Firm
Sheeley & Partners Wealth Management
Providence, Rhode Island
Fee-only
Sheeley & Partners 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 79 individual clients, 31 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 82 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Providence, Rhode Island |
|---|---|
| Website | sheeleypartners.com |
| [email protected] | |
| Phone | (401) 455-1230 |
Sheeley & Partners Wealth Management fees
Sheeley & Partners 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $131 million |
| Individual clients | 48 |
| High-net-worth clients | 31 |
| Accounts managed | 82 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-56822) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 109013 |