Firm
South County Wealth Planning
Saunderstown, Rhode Island
Fee-only
South County Wealth Planning at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 22 individual clients, 10 of them high net worth.
- Its average account is about $273,000 (assets it manages divided by its 71 accounts).
Facts
| Based in | Saunderstown, Rhode Island |
|---|---|
| [email protected] | |
| Phone | (401) 360-4151 |
South County Wealth Planning fees
South County Wealth Planning 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 | $19 million |
| Individual clients | 12 |
| High-net-worth clients | 10 |
| Accounts managed | 71 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 323650 |
Advisors at this firm (1)
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