Firm
Sowa Financial Group
Lincoln, Rhode Island
Fee-only
Sowa Financial Group 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 8 employees and 572 individual clients, 153 of them high net worth.
- Its average account is about $369,000 (assets it manages divided by its 1,400 accounts).
Facts
| Based in | Lincoln, Rhode Island |
|---|---|
| Website | sowafinancial.com |
| Phone | (401) 434-8090 |
Sowa Financial Group fees
Sowa Financial Group 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 · Fixed fees |
|---|---|
| Assets managed | $517 million |
| Individual clients | 419 |
| High-net-worth clients | 153 |
| Accounts managed | 1,400 |
| Employees | 8 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-43008) |
| Financial planning | Offered |
| Form ADV filed | February 12, 2026 |
| SEC record | CRD 107646 |
Advisors at this firm (1)
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