Fee-OnlyFinder

Advisers in Rhode Island

58 advisers in 22 Rhode Island cities, 58 registered with SEC or state.

Financial planning (46)Hourly fees (33)Flat / fixed fees (35)% of assets managed (57)Retirement plan consulting (20)

Cities

Providence17 advisersWarwick7 advisersCranston3 advisersEast Providence3 advisersLincoln3 advisersNewport3 advisersNorth Kingstown3 advisersWest Warwick2 advisersWakefield2 advisersBarrington2 advisersEast Greenwich2 advisersWarren1 adviserRumford1 adviserCharlestown1 adviserNorth Smithfield1 adviserJohnston1 adviserSmithfield1 adviserNorth Kingston1 adviserCumberland1 adviserSmithfiled1 adviserWesterly1 adviserPortsmouth1 adviser

All advisers in Rhode Island

Alpha Dog Advisors, Ruff1050 Reservoir Ave · Cranston, RI 02910 · (401) 351-4900 · Financial planningCRD 152001 · % of assets, Other · $153.6 million AUMSEC registeredNo commissions reportedArlen Capital, LLC117 Metro Center Boulevard, Suite 2006 · Warwick, RI 02886 · (401) 854-3500 · % of assets managedCRD 118113 · % of assets · $348.8 million AUMSEC registeredNo commissions reportedAxis Wealth Partners, LLC400 Massasoit Avenue, Suite 112 · East Providence, RI 02914 · (401) 441-5111 · Financial planningCRD 167122 · % of assets, Hourly charges, Fixed fees · $377.4 million AUMSEC registeredNo commissions reportedBalanced Wealth Management, LLC.1350 Division Road, Suite 204 · West Warwick, RI 02893 · (401) 398-2000 · Financial planningCRD 174699 · % of assets · $102.0 million AUMSEC registeredNo commissions reportedBarrett & Company42 Weybosset Street · Providence, RI 02903 · (401) 351-1000 · Financial planningCRD 1175 · % of assets · $529.7 million AUMSEC registeredNo commissions reportedBlue Chip Financial Advisors, LLC34 Hemingway Drive · East Providence, RI 02915 · (401) 435-4239 · Financial planningCRD 119510 · % of assets, Hourly charges, Fixed fees · $104.1 million AUMSEC registeredNo commissions reportedBlue Fin Capital, INC.91 Main Street, Suite 118 · Warren, RI 02885 · (401) 454-0772 · % of assets managedCRD 108451 · % of assets · $755.9 million AUMSEC registeredNo commissions reportedBountiful Investment Management LLC225 Newman Ave, Suite 300 · Rumford, RI 02916 · (401) 305-2626 · Financial planningCRD 281437 · % of assets, Hourly charges, Fixed fees · $160.5 million AUMSEC registeredNo commissions reportedBreachway Investments, LLC4259 Old Post Road, Unit 1 · Charlestown, RI 02813 · (860) 709-0909 · Financial planningCRD 299102 · % of assets, Hourly charges · $164.9 million AUMSEC registeredNo commissions reportedBrown Advisory Group, LLC1445 Wampanoag Trail, Suite 102 · East Providence, RI 02915 · (401) 433-1100 · Financial planningCRD 139651 · % of assets, Hourly charges, Fixed fees · $27.1 million AUMState registeredNo commissions reportedBrown, Lisle/cummings, INC56 Exchange Terrace, Suite 300 · Providence, RI 02903 · (401) 421-8900 · Financial planningCRD 1331 · % of assets, Fixed fees · $487.3 million AUMSEC registeredNo commissions reportedCanton Hathaway LLCOne West Exchange Street, Suite 3202 · Providence, RI 02903 · (401) 433-7800 · Flat / fixed feesCRD 297527 · % of assets, Fixed fees · $866.1 million AUMSEC registeredNo commissions reportedCapital Wealth Management, LLC1300 Division Road, Suite 203 · West Warwick, RI 02893 · (401) 885-1060 · Financial planningCRD 157959 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedCb Capital LLC949 Eddie Dowling Highway · North Smithfield, RI 02896 · (401) 768-3361 · Financial planningCRD 300200 · % of assets, Hourly charges, Fixed fees · $124.5 million AUMSEC registeredNo commissions reportedCharles J. Means & CO., LLC344 Wickenden Street · Providence, RI 02903 · (401) 282-6600 · Flat / fixed feesCRD 120178 · % of assets, Fixed fees · $91.3 million AUMState registeredNo commissions reportedCitizens Securities, INC.One Citizens Bank Way, Jcb135 · Johnston, RI 02919 · (800) 942-8300 · Financial planningCRD 39550 · % of assets · $12.9 billion AUMSEC registeredNo commissions reportedCoastal Financial Planning, INC.640 George Washington Highway, Suite 103; Building B · Lincoln, RI 02865 · (401) 727-8151 · Financial planningCRD 117649 · % of assets, Hourly charges · $37.0 million AUMState registeredNo commissions reportedCornerstone Investment Services245 Waterman Street, Suite 504a · Providence, RI 02906 · (401) 453-5550 · Financial planningCRD 129164 · % of assets, Hourly charges, Fixed fees · $62.5 million AUMState registeredNo commissions reportedCreative Resources Investment Advisors LLC#1003 4000 Chapel View Blvd, Suite 300 · Cranston, RI 02920 · (401) 738-0070 · Financial planningCRD 110484 · % of assets · $16.7 million AUMState registeredNo commissions reportedD & P Investment Advisors, LTD.10 High Street, Suite B · Wakefield, RI 02879 · (401) 792-0100 · Financial planningCRD 119631 · % of assets, Hourly charges, Fixed fees · $197.8 million AUMSEC registeredNo commissions reportedDiversified Resources, LLC70 Jefferson Blvd, 4th Floor · Warwick, RI 02888 · (401) 941-1500 · Financial planningCRD 31346 · % of assets, Hourly charges, Fixed fees · $268.8 million AUMSEC registeredNo commissions reportedEfficient Capital Strategies, LLC310 Maple Ave. · Barrington, RI 02806 · (401) 410-0202 · Financial planningCRD 283922 · % of assets, Hourly charges, Fixed fees · $11.6 million AUMState registeredNo commissions reportedEisenhilfer Capital LLC6 Blackstone Valley Place, Suite 302a · Lincoln, RI 02865 · (401) 900-8908 · Financial planningCRD 321763 · % of assets, Hourly charges, Fixed fees · $43.1 million AUMState registeredNo commissions reportedEliot Rose Wealth Management, LLC10 Dorance Street, Suite 700 · Providence, RI 02903 · (401) 588-5102 · Financial planningCRD 120465 · % of assets, Fixed fees · $186.3 million AUMSEC registeredNo commissions reportedFiam LLC900 Salem Street · Smithfield, RI 02917 · (617) 563-7000 · % of assets managedCRD 133196 · % of assets, Performance-based fees, Other · $347.7 billion AUMSEC registeredNo commissions reportedFinancial Independence, LLC931 Jefferson Blvd., Suite 2005 · Warwick, RI 02886 · (401) 681-4825 · Financial planningCRD 150515 · % of assets, Hourly charges, Fixed fees · $288.1 million AUMSEC registeredNo commissions reportedForbes Financial Planning, INC.660 Main Street, Unit C-3 · East Greenwich, RI 02818 · (401) 885-7300 · Financial planningCRD 143912 · % of assets, Hourly charges, Fixed fees · $240.5 million AUMSEC registeredNo commissions reportedGreen Street Wealth Advisory, LLC70 Romano Vineyard Way, Suite 133 · North Kingston, RI 02852 · (401) 294-7200 · % of assets managedCRD 290767 · % of assets · $10.6 million AUMState registeredNo commissions reportedGuidici Wealth Management LLC250b Centerville Road · Warwick, RI 02886 · (844) 484-3424 · % of assets managedCRD 330832 · % of assets · $14.1 million AUMState registeredNo commissions reportedHall Capital Management Company, INC.26 Bosworth Street, Suite 4 · Barrington, RI 02806 · (401) 245-0049 · Financial planningCRD 108141 · % of assets, Hourly charges, Fixed fees · $411.6 million AUMSEC registeredNo commissions reportedLincoln Capital Corporation620 Main Street, Unit #Cu-2 · East Greenwich, RI 02818 · (401) 454-3040 · Financial planningCRD 109922 · % of assets, Fixed fees · $418.3 million AUMSEC registeredNo commissions reportedLodestar Wealth, LLC225 Dyer Street · Providence, RI 02903 · (617) 386-2055 · Financial planningCRD 308028 · % of assets, Hourly charges, Fixed fees · $33.6 million AUMState registeredNo commissions reportedM. W. Aragao Investment Advisors, LLC2374 Diamond Hill Road, 3b · Cumberland, RI 02864 · (401) 475-7570 · Financial planningCRD 134395 · % of assets, Hourly charges · $46.9 million AUMState registeredNo commissions reportedMcGuire Wealth Management105 Main Street · Wakefield, RI 02879 · (401) 364-5000 · Financial planningCRD 296271 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedMerlin Asset Management449 Thames Street, Suite 301 a · Newport, RI 02840 · (617) 366-2650 · % of assets managedCRD 284790 · % of assets · $50.2 million AUMState registeredNo commissions reportedNcu Investment Solutions1005 Douglas Pike · Smithfiled, RI 02917 · (401) 228-0100 · Financial planningCRD 134804 · % of assets · $107.6 million AUMSEC registeredNo commissions reportedNewman Dignan & Sheerar, INC260 West Exchange Street, Suite 302 · Providence, RI 02903 · (401) 351-4010 · Financial planningCRD 107565 · % of assets, Hourly charges, Fixed fees · $731.3 million AUMSEC registeredNo commissions reportedOld Forge Wealth Management, LLC3351 Post Road, First Floor · Warwick, RI 02886 · (401) 885-5787 · Financial planningCRD 323417 · % of assets, Hourly charges · $99.0 million AUMState registeredNo commissions reportedParsons Capital Management INC40 Westminster Street, Ste 400 · Providence, RI 02903 · (401) 521-2440 · Financial planningCRD 106295 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedProfessional Planning Group9 Granite Street · Westerly, RI 02891 · (401) 596-2800 · Financial planningCRD 108868 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedSheeley & Partners Wealth Management, LLC100 Westminster St., Suite 1202 · Providence, RI 02903 · (401) 455-1230 · Financial planningCRD 109013 · % of assets, Hourly charges, Fixed fees · $131.3 million AUMSEC registeredNo commissions reportedSignet Investment Advisory Group, INC.101 Dyer Street, Suite 3c · Providence, RI 02903 · (401) 621-2221 · % of assets managedCRD 123910 · % of assets · $394.1 million AUMSEC registeredNo commissions reportedSk Wealth Management, LLC50 Holden St · Providence, RI 02908 · (401) 331-1575 · Financial planningCRD 109114 · % of assets, Hourly charges, Fixed fees · $639.0 million AUMSEC registeredNo commissions reportedSlocum, Gordon & CO. LLP39 Mill Street · Newport, RI 02840 · (401) 849-4900 · Financial planningCRD 104929 · % of assets, Hourly charges, Fixed fees · $219.2 million AUMSEC registeredNo commissions reportedSowa Financial Group24 Albion Road, Suite 340 · Lincoln, RI 02865 · (401) 434-8090 · Financial planningCRD 107646 · % of assets, Fixed fees · $517.0 million AUMSEC registeredNo commissions reportedSpinnaker Asset Management INC.250a Centerville Road, Suite 2 · Warwick, RI 02886 · (401) 884-3210 · Financial planningCRD 148489 · % of assets, Hourly charges, Fixed fees · $45.5 million AUMState registeredNo commissions reportedStrategic Financial Group55 Bald Hill Rd. · Cranston, RI 02920 · (401) 463-3150 · Financial planningCRD 123877 · Hourly charges, Fixed feesState registeredNo commissions reportedStrategicpoint Investment Advisors LLC294 West Exchange Street · Providence, RI 02903 · (401) 273-1500 · Financial planningCRD 124636 · % of assets, Hourly charges, Other · $914.8 million AUMSEC registeredNo commissions reportedThe Capital Group300 Jefferson Blvd., Suite 205 · Warwick, RI 02888 · (401) 943-2210 · Financial planningCRD 129615 · % of assets, Hourly charges · $62.8 million AUMState registeredNo commissions reportedTruefocus Financial Partners650 Ten Rod Road, #10 · North Kingstown, RI 02852 · (617) 830-3009 · Financial planningCRD 326003 · % of assets, Fixed fees · $67.6 million AUMState registeredNo commissions reportedUnison225 Dyer Street, 2nd Floor · Providence, RI 02903 · (646) 290-7697 · % of assets managedCRD 155470 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedVan Liew Capital INCOne Regency Plaza Ste One · Providence, RI 02903 · (401) 272-2510 · Hourly feesCRD 105502 · % of assets, Hourly charges, Fixed fees · $67.2 million AUMState registeredNo commissions reportedVeritas Wealth Management1130 Ten Rod Road, Suite E207 · North Kingstown, RI 02852 · (401) 296-3606 · Financial planningCRD 341084 · % of assets, Hourly charges, Fixed fees · $219.9 million AUMSEC registeredNo commissions reportedWealthcare Investment Partners LLC35 Dyer Street · Portsmouth, RI 02871 · (401) 682-2335 · Financial planningCRD 296475 · % of assets, Hourly charges, Fixed fees · $859.6 million AUMSEC registeredNo commissions reportedWeybosset Research & Management, LLC50 South Main Street, Suite 205 · Providence, RI 02903 · (401) 421-7171 · Flat / fixed feesCRD 108047 · % of assets, Fixed fees, Performance-based fees · $340.9 million AUMSEC registeredNo commissions reportedWickford Wealth Management, LLC16 West Main Street · North Kingstown, RI 02852 · (401) 273-7300 · Financial planningCRD 164675 · % of assets, Hourly charges, Fixed fees · $71.4 million AUMState registeredNo commissions reportedYoung Richard C & CO LTD98 William Street · Newport, RI 02840 · (401) 849-2137 · Financial planningCRD 105866 · % of assets · $1.8 billion AUMSEC registeredNo commissions reportedZarathustra Wealth Management166 Valley Street, Building 6m, Suite 103 · Providence, RI 02909 · (401) 529-7971 · Financial planningCRD 330510 · % of assets, Hourly charges · $3.0 million AUMState registeredNo commissions reported