Eliot Rose Wealth Management, LLC fees and pricing
Financial planner in Providence, Rhode Island. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Eliot Rose Wealth Management, LLC charges a flat or project fee of $5,400 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $5,400
“We charge a flat fee of $5,400 for our financial planning services, payable in two installments.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eliot Rose Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears, based on the account value at the end of each quarter.”
- “Fees for the initial quarter will be prorated based upon the number of calendar days in the calendar quarter that the advisory agreement is in effect.”
How Eliot Rose Wealth Management, LLC’s fees compare
- Its flat or project fee of $5,400 is above the Rhode Island median of $3,625. 85% of the 13 other Rhode Island planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Providence that publish a flat or project fee charge less.
About Eliot Rose Wealth Management, LLC
“This plan serves as a roadmap, guiding your financial decisions and helping you navigate the complexities of investing, retirement planning, and beyond.”
- Firm size: 4 employees.
- Registered as an adviser: 2021 (5 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
- 141
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $186,327,765
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 120465
- Phone
- (401) 588-5102
Can advise clients in 7 states: Connecticut, Florida, Massachusetts, New Hampshire, New York, Rhode Island, Texas
Other planners in Providence that publish fees
- Parsons Capital Management IncProvidence$100-$500/hr, $1,000-$20,000
- Sheeley & Partners Wealth Management, LLCProvidence$200-$550/hr, $3,000-$5,000
- SK Wealth Management, LLCProvidence$350-$500/hr
- 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
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.