# Fee-only financial advisors in Providence, Rhode Island > Start with a fee-only advisor in Providence whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Siperstein of Eliot Rose Wealth Management, Jake Northrup of Experience Your Wealth, LLC and Gregory Lavine of Parsons Capital Management, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/rhode-island/providence/ 29 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Providence? Start with a fee-only advisor in Providence whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Jason Siperstein of Eliot Rose Wealth Management, Jake Northrup of Experience Your Wealth, LLC and Gregory Lavine of Parsons Capital Management, chosen for their credentials and fees on file. ## How many fee-only advisors in Providence are there? The Wellspent public graph lists 29 fee-only advisors in Providence, at 15 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Providence focus on? The most common focus among fee-only advisors in Providence is retirement planning (6), followed by estate planning (5) and tax planning (3). Advisors can list more than one. ## How do fee-only advisors in Providence charge? The most common fee among fee-only advisors in Providence is a percentage of assets, used by 90% of the 29 with fees on file. Many use more than one: 76% charge fixed fees and 69% charge by the hour. ## How many fee-only advisors in Providence hold the CFP? 45% of the 29 fee-only advisors in Providence hold the CFP certification, based on the credentials listed on each record. ## Does Rhode Island tax income on top of federal tax? Yes. Rhode Island has a state income tax, so a financial plan for a Rhode Island resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Providence? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Jake Northrup](https://find.wellspent.co/advisors/jake-northrup.md) | Experience Your Wealth, LLC | Providence, Rhode Island | Certified Student Loan Professional, CFA, CFP | Flat fee or retainer, Ongoing planning fee | | [Andrew Cayer](https://find.wellspent.co/advisors/andrew-cayer.md) | SK Wealth Management, LLC | Providence, Rhode Island | CFP | One-time planning fee | | [Kevin Arruda](https://find.wellspent.co/advisors/kevin-arruda.md) | Cornerstone Financial Management LLC | Providence, Rhode Island | CFP, CFA | Percentage of assets, Fixed fees | | [Sarah Dickenson](https://find.wellspent.co/advisors/sarah-dickenson.md) | Abundo Wealth | Providence, Rhode Island | | Subscription | | [Keyana Johns Russ](https://find.wellspent.co/advisors/keyana-johns-russ.md) | F.L.Putnam Investment Management Company | Providence, Rhode Island | CFP, RICP, MBA | Percentage of assets, Hourly, Fixed fees | | [Jason Siperstein](https://find.wellspent.co/advisors/jason-siperstein.md) | Eliot Rose Wealth Management | Providence, Rhode Island | CFP, CFA | One-time planning fee, Percentage of assets | | [George Greer](https://find.wellspent.co/advisors/george-greer.md) | Sheeley & Partners Wealth Management | Providence, Rhode Island | | Percentage of assets | | [Andrea McNamara](https://find.wellspent.co/advisors/andrea-mcnamara.md) | Washington Trust Advisors | Providence, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Andrew Snape](https://find.wellspent.co/advisors/andrew-snape.md) | Parsons Capital Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Wong](https://find.wellspent.co/advisors/andrew-wong.md) | SK Wealth Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald Previe](https://find.wellspent.co/advisors/donald-previe.md) | Washington Trust Advisors | Providence, Rhode Island | CFP | Percentage of assets, Fixed fees | | [Gregory Lavine](https://find.wellspent.co/advisors/gregory-lavine.md) | Parsons Capital Management | Providence, Rhode Island | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jason Archambault](https://find.wellspent.co/advisors/jason-archambault.md) | SK Wealth Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [John Trevor](https://find.wellspent.co/advisors/john-trevor.md) | Parsons Capital Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [Mackenzie Richards](https://find.wellspent.co/advisors/mackenzie-richards.md) | SK Wealth Management | Providence, Rhode Island | CFP | Percentage of assets, Hourly, Fixed fees | | [David Von Hemert](https://find.wellspent.co/advisors/david-von-hemert.md) | Parsons Capital Management | Providence, Rhode Island | CFA | Percentage of assets, Hourly, Fixed fees | | [Joan Caine](https://find.wellspent.co/advisors/joan-caine.md) | Parsons Capital Management | Providence, Rhode Island | CFA | Percentage of assets, Hourly, Fixed fees | | [Charles Parsons](https://find.wellspent.co/advisors/charles-parsons.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Christopher Coleman](https://find.wellspent.co/advisors/christopher-coleman.md) | Clarendon Private | Providence, Rhode Island | | Percentage of assets | | [Edwin Fischer](https://find.wellspent.co/advisors/edwin-fischer.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Eric Thomson](https://find.wellspent.co/advisors/eric-thomson.md) | Zarathustra Wealth Management | Providence, Rhode Island | | Percentage of assets, Hourly | | [James Tavares](https://find.wellspent.co/advisors/james-tavares.md) | Lodestar Wealth | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [John Mullen](https://find.wellspent.co/advisors/john-mullen.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [John Parsons](https://find.wellspent.co/advisors/john-parsons.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Jonathan Kuczmarski](https://find.wellspent.co/advisors/jonathan-kuczmarski.md) | Efficient Capital Strategies | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Linda Jamison](https://find.wellspent.co/advisors/linda-jamison.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Peter Hunt](https://find.wellspent.co/advisors/peter-hunt.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Shari Seidman](https://find.wellspent.co/advisors/shari-seidman.md) | Astoria Strategic Wealth | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | | [Stacey Sternberg](https://find.wellspent.co/advisors/stacey-sternberg.md) | Parsons Capital Management | Providence, Rhode Island | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).