Fee-OnlyFinder

Flat / fixed fees in Providence, RI

12 advisers in Providence offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 12

Brown, 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 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 reported
Van 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 reported