Fee-only financial advisors in Providence, Rhode Island
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jason Siperstein Eliot Rose Wealth Management Holds the CFP and CFA. Fees on file: one-time planning fee, percentage of assets.
- Jake Northrup Experience Your Wealth, LLC Holds the CFP and CFA. Fees on file: flat fee or retainer, ongoing planning fee.
- Gregory Lavine Parsons Capital Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Kevin Arruda Cornerstone Financial Management LLC Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Andrew Cayer SK Wealth Management, LLC Holds the CFP. Fees on file: one-time planning fee.
- Donald Previe Washington Trust Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 29
- Firms
- 15
- Hold the CFP
- 45%
- Other credentials: CFA 21%
- How they charge (of 29 with fees on file): percentage of assets 90% · fixed fees 76% · hourly 69% · one-time planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Rhode Island by fee, assets, or credential
Questions about fee-only advisors in Providence
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.
All 29 advisors in Providence
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| George Greer | Sheeley & Partners Wealth Management | Providence | Not listed | Percentage of assets |
| 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 |
| Donald Previe | Washington Trust Advisors | Providence | CFP | 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 Trevor | Parsons Capital Management | Providence | CFP | Percentage of assets, Hourly |
| Mackenzie Richards | SK Wealth Management | Providence | CFP | Percentage of assets, Hourly |
| David Von Hemert | Parsons Capital Management | Providence | CFA | Percentage of assets, Hourly |
| Joan Caine | Parsons Capital Management | Providence | CFA | Percentage of assets, Hourly |
| Charles Parsons | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Christopher Coleman | Clarendon Private | Providence | 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 Tavares | Lodestar Wealth | Providence | Not listed | Percentage of assets, Hourly |
| 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 |
| Linda Jamison | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Peter Hunt | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
| Shari Seidman | Astoria Strategic Wealth | Providence | Not listed | Percentage of assets, Hourly |
| Stacey Sternberg | Parsons Capital Management | Providence | Not listed | Percentage of assets, Hourly |
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