Old Forge Wealth Management, LLC fees and pricing

Financial planner in Warwick, Rhode Island. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated October 1, 2026, Old Forge Wealth Management, LLC charges $450 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
“Fees may be negotiable at the sole discretion of the Advisor.”
“Fees may be negotiable depending on the size and complexity of the Plan.”

Its hourly rate of $450 is above the Rhode Island median of $280. 93% of the 15 other Rhode Island planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 244
Employees: 3
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $99,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 323417
Website: oldforgewealth.com (opens in new tab)
Phone: (401) 885-5787

Can advise clients in 4 states: Florida, Massachusetts, Nebraska, Rhode Island

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