Firm
Slocum, Gordon &
Newport, Rhode Island
Fee-only
Slocum, Gordon & at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 5 employees and 117 individual clients, 51 of them high net worth.
- Its average account is about $866,000 (assets it manages divided by its 253 accounts).
Facts
| Based in | Newport, Rhode Island |
|---|---|
| Website | slocumgordon.com |
| [email protected] | |
| Phone | (401) 849-4900 |
Slocum, Gordon & fees
Slocum, Gordon & 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 | $219 million |
| Individual clients | 66 |
| High-net-worth clients | 51 |
| Accounts managed | 253 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-14301) |
| Financial planning | Offered |
| Form ADV filed | February 5, 2026 |
| SEC record | CRD 104929 |
Advisors at this firm (2)
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