Firm
SK Wealth Management
Providence, Rhode Island
Fee-only
SK Wealth Management at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 6 employees and 319 individual clients, 179 of them high net worth.
- Its average account is about $530,000 (assets it manages divided by its 1,206 accounts).
Facts
| Based in | Providence, Rhode Island |
|---|---|
| Website | open.spotify.com/show/02fx8tdwuxotpuybdvemwj |
| Phone | (401) 331-1575 |
SK Wealth Management fees
SK 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 · Fixed fees |
|---|---|
| Assets managed | $639 million |
| Individual clients | 140 |
| High-net-worth clients | 179 |
| Accounts managed | 1,206 |
| Employees | 6 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-56304) |
| Financial planning | Offered |
| Form ADV filed | January 30, 2026 |
| SEC record | CRD 109114 |