Bountiful Investment Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“An hourly fee of $250 per hour is charged by Bountiful Investment Management for consulting services.”

Flat or project fee

$500⁠-⁠$5,000

“The minimum fixed fee is generally $500, and the maximum fixed fee is generally no more than $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bountiful Investment Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of a billing period, the prorated fee for the initial billing period is billed in arrears at the same time as the next full billing period’s fee is billed.”
• “The amount of the fixed fee for your engagement is specified in your financial planning agreement with Bountiful Investment Management and is payable upon presentation of the plan.”

How Bountiful Investment Management LLC’s fees compare

• Its hourly rate of $250 is below the Rhode Island median of $280. 27% of the 15 other Rhode Island planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Rhode Island median of $3,625. 23% of the 13 other Rhode Island planners that publish a flat or project fee charge less.

About Bountiful Investment Management LLC

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

560

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$160,517,879

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281437

Website

bountifulim.com (opens in new tab)

Phone

(401) 305-2626

Can advise clients in 9 states: Connecticut, Florida, Illinois, Indiana, Massachusetts, North Carolina, New Hampshire, Rhode Island, South Carolina

Other planners in Rhode Island that publish fees

• Alvarez & Associates FinancialCentral Falls$200/hr, $750⁠-⁠$1,500
• Axis Wealth Partners, LLCEast Providence$150/hr, $250⁠-⁠$2,500
• Blue Chip Financial Advisors, LLCEast Providence$250/hr
• Breachway Investments, LLCCharlestown$200/hr
• Capital Wealth Management, LLCWest Warwick$500⁠-⁠$5,000, $20,000/yr
• CB Capital LLCNorth Smithfield$350/hr, $2,500⁠-⁠$7,500

Compare all 42 planners in Rhode Island