D & P Investment Advisors, LTD. fees and pricing
Financial planner in Wakefield, Rhode Island. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 6, 2026, D & P Investment Advisors, LTD. charges $270-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $270-$300/hr
“These fees are negotiable, but generally range from $270 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How D & P Investment Advisors, LTD. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, D & P requires one-half of the financial planning / consulting fee (estimated hourly) payable upon entering the written agreement.”
- “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “This fixed fee will be prorated and charged quarterly in arrears.”
How D & P Investment Advisors, LTD.’s fees compare
- Its hourly rate of $270-$300 spans the Rhode Island median of $280. 53% of the 15 other Rhode Island planners that publish an hourly rate charge less.
About D & P Investment Advisors, LTD.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 228
- Employees
- 1
- Works with
- Individuals, high net worth individuals, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $197,759,856
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119631
- Phone
- (401) 792-0100
Can advise clients in 5 states: Florida, Massachusetts, New Hampshire, Rhode Island, Texas
Other planners in Wakefield that publish fees
- Invest Track Financial, LLCWakefield$100-$900/mo, $300-$2,700/qtr
- 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
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.