Fee-only financial advisors in Rhode Island who charge hourly or a flat fee
42 fee-only advisers in Rhode Island offer financial planning for an hourly, fixed or subscription fee. 24 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Rhode Island, the median published hourly rate is $280 (16 firms; middle half $250–$400), and the median flat or project fee is $3,625 (14 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $280/hr | $250–$400/hr | 16 firms |
| Flat or project fee | $3,625 | $2,750–$5,000 | 14 firms |
| Annual retainer | $5,000/yr | $5,000–$10,000/yr | 5 firms |
Fee-only advisors in Rhode Island and their published fees
24 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Alvarez & Associates FinancialCentral Falls | $200/hr | $750–$1,500 | Not published |
| Axis Wealth Partners, LLCEast Providence | $150/hr | $250–$2,500 | Not published |
| Blue Chip Financial Advisors, LLCEast Providence | $250/hr | Not published | Not published |
| Bountiful Investment Management LLCRumford | $250/hr | $500–$5,000 | Not published |
| Breachway Investments, LLCCharlestown | $200/hr | Not published | Not published |
| Capital Wealth Management, LLCWest Warwick | Not published | $500–$5,000 | $20,000/yr |
| CB Capital LLCNorth Smithfield | $350/hr | $2,500–$7,500 | $5,000–$15,000/yr |
| D & P Investment Advisors, LTD.Wakefield | $270–$300/hr | Not published | Not published |
| Efficient Capital Strategies, LLCBarrington | Not published | Not published | $2,000/yr |
| Eliot Rose Wealth Management, LLCProvidence | Not published | $5,400 | Not published |
| Forbes Financial Planning, Inc.East Greenwich | $400/hr | $4,000 | $500/qtr |
| Hall Capital Management Company, Inc.Barrington | $250–$300/hr | $1,500–$3,000 | Not published |
| Invest Track Financial, LLCWakefield | Not published | Not published | $100–$900/mo |
| Jones Fiduciary Wealth Management LLCPawtucket | Not published | Not published | $5,000/yr |
| Lincoln Capital CorporationEast Greenwich | Not published | $1,200–$5,000 | Not published |
| MB Financial Planning LLCRichmond | $250/hr | $5,000–$10,000 | Not published |
| Old Forge Wealth Management, LLCWarwick | $450/hr | Not published | Not published |
| Parsons Capital Management IncProvidence | $100–$500/hr | $1,000–$20,000 | Not published |
| Professional Planning GroupWesterly | $1,000–$10,000/hr | Not published | Not published |
| Sheeley & Partners Wealth Management, LLCProvidence | $200–$550/hr | $3,000–$5,000 | $5,000/yr |
| SK Wealth Management, LLCProvidence | $350–$500/hr | Not published | Not published |
| South County Wealth PlanningSaunderstown | Not published | $3,500 | $500/mo |
| Strategic Financial GroupCranstonNo AUM fee | $195–$300/hr | Not published | Not published |
| Veritas Wealth ManagementNorth Kingstown | Not published | $1,500–$6,000 | Not published |
No firms match these filters.
Other registered firms that do not publish dollar fees (18)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- Brown Advisory Group, LLC, East Providence
- Bulldog Financial Planning LLC, Cumberland
- Coastal Financial Planning, Inc., Lincoln
- Cornerstone Investment Services, Providence
- Datum Wealth Management, Warwick
- Eisenhilfer Capital LLC, Lincoln
- Financial Independence, LLC, Warwick
- Lally Wealth Management, LLC, North Kingstown
- Lodestar Wealth, LLC, Providence
- M. W. Aragao Investment Advisors, LLC, Cumberland
- Newman Dignan & Sheerar, Inc, Providence
- Slocum, Gordon & Co. LLP, Newport
- Sowa Financial Group, Lincoln
- The Capital Group, Warwick
- Truefocus Financial Partners, North Kingstown
- Wealthcare Investment Partners LLC, Portsmouth
- Wickford Wealth Management, LLC, North Kingstown
- Zarathustra Wealth Management, Providence