Firm
Washington Trust Wealth Management
Westerly, Rhode Island
Fee-only
Washington Trust Wealth Management at a glance
- One of 38 fee-only firms based in Rhode Island in the Wellspent graph.
- 14 advisors are listed here; 7 of 14 hold the CFP.
- Its Form ADV reports 21 employees and 781 individual clients, 400 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 1,779 accounts).
Facts
| Based in | Westerly, Rhode Island |
|---|---|
| Website | washtrustwealth.com |
| [email protected] | |
| Phone | (401) 348-1213 |
Washington Trust Wealth Management fees
Washington Trust 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 · Fixed fees |
|---|---|
| Assets managed | $2.4 billion |
| Individual clients | 381 |
| High-net-worth clients | 400 |
| Accounts managed | 1,779 |
| Employees | 21 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-18403) |
| Financial planning | Offered |
| Form ADV filed | May 4, 2026 |
| SEC record | CRD 110407 |
Advisors at this firm (14)
Other fee-only firms in Rhode Island
- Wealthcare Investment Partners · Portsmouth
- Wickford Wealth Management · North Kingstown
- Young Richard C & CO · Newport
- Zarathustra Wealth Management · Providence
- Always Ready Financial Planning LLC · Westerly
- APFORIA, LTD · North Kingstown
- Balanced Wealth Management · West Warwick
- Blue Chip Financial Advisors · East Providence