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Filter by name, location, or specialty. All data from public SEC filings.

Showing Trusts & Estates advisors in RI, LINCOLN

3 advisers found

Lincoln, RI

AUM

$517.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

401-434-8090

Lincoln, RI

AUM

$43.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(401) 900-8908

Lincoln, RI

AUM

$37.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

401-727-8151