Flat fee financial advisors in Rhode Island
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Rhode Island is $3,625, from 14 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,750-$5,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $3,625 | $2,750-$5,000 | 14 firms |
Flat fee financial advisors in Rhode Island and their published fees
14 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Axis Wealth Partners, LLCEast Providence | $150/hr | $250-$2,500 | Not published |
| Bountiful Investment Management LLCRumford | $250/hr | $500-$5,000 | Not published |
| Capital Wealth Management, LLCWest Warwick | Not published | $500-$5,000 | $20,000/yr |
| Alvarez & Associates FinancialCentral Falls | $200/hr | $750-$1,500 | Not published |
| Parsons Capital Management IncProvidence | $100-$500/hr | $1,000-$20,000 | Not published |
| Lincoln Capital CorporationEast Greenwich | Not published | $1,200-$5,000 | Not published |
| Hall Capital Management Company, Inc.Barrington | $250-$300/hr | $1,500-$3,000 | Not published |
| Veritas Wealth ManagementNorth Kingstown | Not published | $1,500-$6,000 | Not published |
| CB Capital LLCNorth Smithfield | $350/hr | $2,500-$7,500 | $5,000-$15,000/yr |
| Sheeley & Partners Wealth Management, LLCProvidence | $200-$550/hr | $3,000-$5,000 | $5,000/yr |
| South County Wealth PlanningSaunderstown | Not published | $3,500 | $500/mo |
| Forbes Financial Planning, Inc.East Greenwich | $400/hr | $4,000 | $500/qtr |
| MB Financial Planning LLCRichmond | $250/hr | $5,000-$10,000 | Not published |
| Eliot Rose Wealth Management, LLCProvidence | Not published | $5,400 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (22)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Blue Chip Financial Advisors, LLC, East Providence
- D & P Investment Advisors, LTD., Wakefield
- Efficient Capital Strategies, LLC, Barrington
- Invest Track Financial, LLC, Wakefield
- Jones Fiduciary Wealth Management LLC, Pawtucket
- Professional Planning Group, Westerly
- SK Wealth Management, LLC, Providence
- Strategic Financial Group, Cranston
- Brown Advisory Group, LLC, East Providence
- Bulldog Financial Planning LLC, Cumberland
- Cornerstone Investment Services, Providence
- Datum Wealth Management, Warwick
- Eisenhilfer Capital LLC, Lincoln
- Financial Independence, LLC, Warwick
- Lally Wealth Management, LLC, North Kingstown
- Lodestar Wealth, LLC, Providence
- Newman Dignan & Sheerar, Inc, Providence
- Slocum, Gordon & Co. LLP, Newport
- Sowa Financial Group, Lincoln
- Truefocus Financial Partners, North Kingstown
- Wealthcare Investment Partners LLC, Portsmouth
- Wickford Wealth Management, LLC, North Kingstown