Fee-OnlyFinder

Advisers in Lincoln, RI

3 advisers in Lincoln — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Coastal 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 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 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 reported
Talking to advisers in Lincoln? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.