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Wellspent public graph/Locations/United States/Rhode Island
United States

Fee-only advisors in Rhode Island

Fee-only advisors in Providence, North Kingstown and Newport, plus 14 other cities.

By the numbers

The Wellspent public graph lists 80 fee-only financial advisors serving Rhode Island at 49 firms, most in Providence, North Kingstown and Newport. 46% hold the CFP certification. Of the 78 with fees on file, 96% charge percentage of assets.

Advisors listed
80
Firms
49
Cities
17
Hold the CFP
46%
  • Other credentials: CFA 11% · CPA 1% · EA 1%
  • How they charge (of 78 with fees on file): percentage of assets 96% · fixed fees 67% · hourly 53% · ongoing planning fee 3%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Rhode Island (80)

Fee-only advisors serving Rhode Island: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jake Northrup Experience Your Wealth, LLC Providence Certified Student Loan Professional, CFA, CFP Flat fee or retainer, Ongoing planning fee
Andrew Cayer SK Wealth Management, LLC Providence CFP One-time planning fee
Kevin Arruda Cornerstone Financial Management LLC Providence CFP, CFA Percentage of assets, Fixed fees
Sarah Dickenson Planning that helps people gain clarity on their finances, from a former creative small business owner with a love of psychology. Abundo Wealth Providence Not listed Subscription
Gregory Barishian Aurelius Family Office Chepachet CFP Percentage of assets, Fixed fees
Patrick Randall Bulldog Financial Planning Cumberland CFP Hourly, Percentage of assets
Stephen Poplaski Washington Trust Wealth Management Westerly CFP, CPA, PhD Percentage of assets, Fixed fees
Keyana Johns Russ F.L.Putnam Investment Management Company Providence CFP, RICP, MBA Percentage of assets, Hourly
Jason Siperstein Eliot Rose Wealth Management Providence CFP, CFA One-time planning fee, Percentage of assets
Alexander Albert Lincoln Capital East Greenwich CFP Percentage of assets, Fixed fees
Angela Thomson Coastal Financial Planning Lincoln CFP Percentage of assets
Brittany Moran Lincoln Capital East Greenwich CFP Percentage of assets, Fixed fees
Christopher Benoit CB Capital Cumberland CFP Percentage of assets, Hourly
Joseph Kolb Wickford Wealth Management North Kingstown CFP Percentage of assets, Ongoing planning fee
Douglas Suhr Whitener Capital Management Middletown CFP Percentage of assets, Hourly
Jan Hilfer Eisenhilfer Capital Lincoln CFP Percentage of assets, Hourly
Robert Auclair Balanced Wealth Management West Warwick CFP Percentage of assets
Greg Young APFORIA, LTD North Kingstown CFP, ChFC, EA, MSFP Percentage of assets, Hourly
Joe Brown APFORIA, LTD Westerly CFP, PhD, MSFP Percentage of assets, Hourly
Joseph Brown Always Ready Financial Planning LLC Westerly CFP, MA, PhD Not listed
Mary Konetzny TrueFocus Financial Partners LLC North Kingstown CFP Percentage of assets, Fixed fees
Patrick Diamond Diamond, Patrick Awaiting Firm Name North Kingstown CFP, JD Not listed
Shaun Scott Old Forge Wealth Management Warwick Not listed Percentage of assets, Hourly
Susan Gardiner South County Wealth Planning Saunderstown CFP, MBA Percentage of assets, Hourly
George Greer Sheeley & Partners Wealth Management Providence Not listed Percentage of assets
Michael Abbood Veritas Wealth Management North Kingstown Not listed Percentage of assets, Hourly
Michael Bronson MB Financial Planning Richmond Not listed Percentage of assets, Hourly
Thomas Abbood Veritas Wealth Management North Kingstown Not listed Percentage of assets, Hourly
Dennis McGuire McGuire Wealth Management Wakefield Not listed Percentage of assets
Dennis McGuire McGuire Wealth Management Wakefield Not listed Percentage of assets
Sean McGuire McGuire Wealth Management Wakefield Not listed Percentage of assets
Aaron Wade Washington Trust Advisors Westerly CFP Percentage of assets, Fixed fees
Alexandra Geremia Invest Track Financial Wakefield CFP, CFA Percentage of assets, Fixed fees
Andrea McNamara Washington Trust Advisors Providence CFP Percentage of assets, Fixed fees
Andrew Snape Parsons Capital Management Providence CFP Percentage of assets, Hourly
Andrew Wong SK Wealth Management Providence CFP Percentage of assets, Hourly
Clifford Deck Blue Chip Financial Advisors East Providence CFP Percentage of assets, Hourly
Donald Previe Washington Trust Advisors Providence CFP Percentage of assets, Fixed fees
George Newfield Cornerstone Financial Management North Kingstown CFP, CFA Percentage of assets, Fixed fees
Gregory Lavine Parsons Capital Management Providence CFP, CFA Percentage of assets, Hourly
Jason Archambault SK Wealth Management Providence CFP Percentage of assets, Hourly
John Teixeira Hall Capital Management Company Barrington CFP Percentage of assets, Hourly
John Trevor Parsons Capital Management Providence CFP Percentage of assets, Hourly
Jonathan Ullman Truefocus Financial Partners North Kingstown CFP Percentage of assets, Fixed fees
Mackenzie Richards SK Wealth Management Providence CFP Percentage of assets, Hourly
Timothy Geremia Invest Track Financial Wakefield CFP, CFA Percentage of assets, Fixed fees
David Von Hemert Parsons Capital Management Providence CFA Percentage of assets, Hourly
Joan Caine Parsons Capital Management Providence CFA Percentage of assets, Hourly
Mark Provost D & P Investment Advisors Wakefield PFS Percentage of assets, Hourly
Angela Garcia Young Richard C & CO Newport Not listed Percentage of assets

Firms headquartered in Rhode Island (38)