Firm
Stillwater Investments
Smithfield, Rhode Island
Fee-only
Stillwater Investments 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 1 employee and 10 individual clients.
- Its average account is about $250,000 (assets it manages divided by its 10 accounts).
Facts
| Based in | Smithfield, Rhode Island |
|---|---|
| Phone | (401) 935-3587 |
Stillwater Investments fees
Stillwater Investments 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 |
|---|---|
| Assets managed | $3 million |
| Individual clients | 10 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | June 5, 2026 |
| SEC record | CRD 155411 |
Advisors at this firm (1)
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