Fee-OnlyFinder

Advisers in Wakefield, RI

2 advisers in Wakefield — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

D & 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 reportedMcGuire Wealth Management105 Main Street · Wakefield, RI 02879 · (401) 364-5000 · Financial planningCRD 296271 · % of assets · $1.1 billion AUMSEC registeredNo commissions reported
Talking to advisers in Wakefield? 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.