Professional Planning Group fees and pricing
Financial planner in Westerly, Rhode Island. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Professional Planning Group charges $1,000-$10,000 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $1,000-$10,000/hr
“Billing is a fixed fee or hourly rate. 8 Fixed fee engagements range from $1,000 to $10,000 depending on the nature and complexity of the client’s circumstances, as well as the Firm advisor(s) involved in the planning process.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Professional Planning Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Compensation – Financial Planning Our financial planning clients are billed in arrears with fees due and payable upon completion of the engagement.”
- “Calculation, Payment Agreement Terms of Ambassador, Freedom and RJCS The annual asset-based fee is charged quarterly in advance.”
- “At account opening, the asset-based fees are billed for the remainder of the current billing period and based on the initial contribution.”
How Professional Planning Group’s fees compare
- Its hourly rate of $1,000-$10,000 is above the Rhode Island median of $280. 100% of the 15 other Rhode Island planners that publish an hourly rate charge less.
About Professional Planning Group
“We provide discretionary and non-discretionary investment advisory services, financial planning services, a selection of other investment management services and educational workshops/seminars.”
- Firm size: 16 employees.
- Founded: 1975 (51 years).
Planning areas mentioned in the brochure
- Retirement 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
- 1.58% a year
- Clients
- 1,281
- Employees
- 16
- Works with
- Individuals, high net worth individuals, and charities
- 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
- $1,316,426,626
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 108868
- Phone
- (401) 596-2800
Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Georgia, Louisiana, Massachusetts, Maine, North Carolina, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Virginia, 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
- Capital Wealth Management, LLCWest Warwick$500-$5,000, $20,000/yr
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.