SK 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 January 30, 2026, SK Wealth Management, LLC charges $350-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$500/hr
“Other onetime consulting services may be billed at an hourly rate of $350-$500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How SK Wealth Management, LLC’s fees compare
- Its hourly rate of $350-$500 is above the Rhode Island median of $280. 87% of the 15 other Rhode Island planners that publish an hourly rate charge less.
- 2 of the 2 other planners in Providence that publish an hourly rate charge less.
About SK Wealth Management, LLC
“We offer to provide financial, estate, retirement, charitable, tax, and investment management planning services. Our philosophy is to provide financial services that are responsive to our clients’ unique goals and objectives that are identified during the financial planning process.”
- Firm size: 6 employees.
- Registered as an adviser: 1999 (27 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
- 1.5% a year
- Clients
- 319
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $638,952,784
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 109114
- Phone
- (401) 331-1575
Can advise clients in 8 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New York, Rhode Island, Texas
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
- Sheeley & Partners Wealth Management, LLCProvidence$200-$550/hr, $3,000-$5,000
- 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.