Firm
Wickford Wealth Management
North Kingstown, Rhode Island
Fee-only
Wickford Wealth Management 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 69 individual clients, 30 of them high net worth.
- Its average account is about $342,000 (assets it manages divided by its 209 accounts).
Facts
| Based in | North Kingstown, Rhode Island |
|---|---|
| Website | wickfordwealth.com |
| [email protected] | |
| Phone | (401) 273-7300 |
Wickford Wealth Management fees
Wickford Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee. 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 | $71 million |
| Individual clients | 39 |
| High-net-worth clients | 30 |
| Accounts managed | 209 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 164675 |