Capital Wealth Management, LLC fees and pricing
Financial planner in West Warwick, Rhode Island. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 8, 2026, Capital Wealth Management, LLC charges a flat or project fee of $500-$5,000 and an annual fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 8, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“Compensation – Financial Planning and Consulting Services Financial Planning and Consulting fees will be charged as a fixed fee, typically ranging from $500 to $5,000, depending on the nature and complexity of each client’s circumstances.”
- Annual fee
- $20,000/yr
“In lieu of an asset-based fee, Capital Wealth Management may charge a fixed annual fee, typically $20,000, payable quarterly in advance.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Capital Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All financial planning fees are due in advance or arrears, upon presentation of the financial plan or consulting engagement for the client.”
How Capital Wealth Management, LLC’s fees compare
- 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.
- Its annual fee of $20,000 is above the Rhode Island median of $5,000. 100% of the 4 other Rhode Island planners that publish an annual fee charge less.
About Capital Wealth Management, LLC
“Asset Management Services Capital Wealth Management provides continuous advice to clients regarding investment of client funds based on the individual needs of the client.”
- Firm size: 16 employees.
- Credentials named in the brochure: ChFC®.
- Registered as an adviser: 2012 (14 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 603
- Employees
- 16
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and educational seminars and workshops
- Assets managed
- $1,137,135,987
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 157959
- Phone
- (401) 885-1060
Can advise clients in 13 states: Connecticut, Florida, Louisiana, Massachusetts, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont
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
- Bountiful Investment Management LLCRumford$250/hr, $500-$5,000
- Breachway Investments, LLCCharlestown$200/hr
- CB Capital LLCNorth Smithfield$350/hr, $2,500-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.