Sheeley & Partners Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$550/hr

“Registrant’s planning and consulting fees are negotiable, but the Registrant generally charges between $3,000 and $5,000 on a fixed fee basis, or between $200 and $550 per hour on an hourly basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$3,000⁠-⁠$5,000

From the same sentence as above.

Annual fee

$5,000/yr

“The Registrant generally imposes a minimum annual fee of $5,000 for Retirement Plan Consulting Services when billed on a fixed annual fee basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sheeley & Partners Wealth Management, LLC bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients monthly in arrears, based upon the market value of the assets on the last business day of the previous month.”
• “The Registrant’s annual investment advisory fees shall be prorated and paid monthly in arrears, which are based upon the market value of the assets on the last business day of the previous month for asset-based fees.”

How Sheeley & Partners Wealth Management, LLC’s fees compare

• Its hourly rate of $200-$550 spans the Rhode Island median of $280. 73% of the 15 other Rhode Island planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Providence that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$5,000 spans the Rhode Island median of $3,625. 62% of the 13 other Rhode Island planners that publish a flat or project fee charge less.
• None of the 2 other planners in Providence that publish a flat or project fee charge less.
• Its annual fee of $5,000 matches the Rhode Island median of $5,000. 25% of the 4 other Rhode Island planners that publish an annual fee charge less.

About Sheeley & Partners Wealth Management, LLC

• Firm size: 3 employees.
• Registered as an adviser: 1999 (27 years).

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

1.1% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

79

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services

Assets managed

$131,301,497

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109013

Website

sheeleypartners.com (opens in new tab)

Phone

(401) 455-1230

Can advise clients in 2 states: Massachusetts, Rhode Island

Other planners in Providence that publish fees

• Eliot Rose Wealth Management, LLCProvidence$5,400
• Parsons Capital Management IncProvidence$100⁠-⁠$500/hr, $1,000⁠-⁠$20,000
• 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

Compare all 8 planners in Providence