Firm
Wealthcare Investment Partners
Portsmouth, Rhode Island
Fee-only
Wealthcare Investment Partners 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 12 employees and 1,816 individual clients, 461 of them high net worth.
- Its average account is about $268,000 (assets it manages divided by its 3,208 accounts).
Facts
| Based in | Portsmouth, Rhode Island |
|---|---|
| Website | wcipllc.com |
| Phone | (401) 682-2335 |
Wealthcare Investment Partners fees
Wealthcare Investment Partners 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 | $860 million |
| Individual clients | 1,355 |
| High-net-worth clients | 461 |
| Accounts managed | 3,208 |
| Employees | 12 |
| Planning clients | 0 |
| Registered with | The SEC (801-113276) |
| Financial planning | Offered |
| Form ADV filed | August 11, 2026 |
| SEC record | CRD 296475 |
Advisors at this firm (1)
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