Fee-OnlyFinder

Advisers in Providence, RI

17 advisers in Providence — 17 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (9)Flat / fixed fees (12)Retirement plan consulting (7)

All advisers

Barrett & Company42 Weybosset Street · Providence, RI 02903 · (401) 351-1000 · Financial planningCRD 1175 · % of assets · $529.7 million AUMSEC 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 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 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 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 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 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 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 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 reported
Signet 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 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 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 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 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
Talking to advisers in Providence? 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.