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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
Charles Parsons Parsons Capital Management Providence Not listed Percentage of assets, Hourly
Christopher Coleman Clarendon Private Providence Not listed Percentage of assets
Christopher Stack Young Richard C & CO Newport Not listed Percentage of assets
Connor Morenzi Wealthcare Investment Partners Smithfield Not listed Percentage of assets, Hourly
Donna Cournoyer Moore Financial Advisors Middletown Not listed Percentage of assets, Hourly
Edward Smith Young Richard C & CO Newport Not listed Percentage of assets
Edwin Fischer Parsons Capital Management Providence Not listed Percentage of assets, Hourly
Eric Thomson Zarathustra Wealth Management Providence Not listed Percentage of assets, Hourly
James Cogswell Stillwater Investments Smithfield Not listed Percentage of assets
James Maynard Washington Trust Advisors Westerly Not listed Percentage of assets, Fixed fees
James Tavares Lodestar Wealth Providence Not listed Percentage of assets, Hourly
Jeffrey Gordon Slocum, Gordon & Newport Not listed Percentage of assets, Hourly
Jeremy Sylvester Quahog Investments Richmond Not listed Percentage of assets
John Mullen Parsons Capital Management Providence Not listed Percentage of assets, Hourly
John Parsons Parsons Capital Management Providence Not listed Percentage of assets, Hourly
Jonathan Kuczmarski Efficient Capital Strategies Providence Not listed Percentage of assets, Hourly
Judith Higgins Blue Chip Financial Advisors East Providence Not listed Percentage of assets, Hourly
Justin Silvia Young Richard C & CO Newport Not listed Percentage of assets
Larry Henderson Washington Trust Advisors Westerly Not listed Percentage of assets, Fixed fees
Linda Jamison Parsons Capital Management Providence Not listed Percentage of assets, Hourly
Michael Aragao M. W. Aragao Investment Advisors Cumberland Not listed Percentage of assets, Hourly
Michael Moeller Slocum, Gordon & Newport Not listed Percentage of assets, Hourly
Peter Hunt Parsons Capital Management Providence Not listed Percentage of assets, Hourly
Richard Young Young Richard C & CO Newport Not listed Percentage of assets
Shari Seidman Astoria Strategic Wealth Providence Not listed Percentage of assets, Hourly
Stacey Sternberg Parsons Capital Management Providence Not listed Percentage of assets, Hourly
Stephen Clair Hall Capital Management Company Barrington Not listed Percentage of assets, Hourly
Steven Beauvais Sowa Financial Group Lincoln Not listed Percentage of assets, Fixed fees
Tamara Notarianni Cornerstone Financial Management North Kingstown Not listed Percentage of assets, Fixed fees
Victor Melfa Factor Investing Group Newport Not listed Percentage of assets

Firms headquartered in Rhode Island (38)