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Financial planning in Providence, RI

11 advisers in Providence offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

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 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 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 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