ZARATHUSTRA WEALTH MANAGEMENT
Providence, RI
AUM
$3.0M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
401-529-7971
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in RI
56 advisers found
WESH FINANCIAL
Pawtucket, RI
AUM
$2.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
2157912580
CASTER AND COMPANY, INC.
Warwick, RI
AUM
$600K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
401-737-1099
LALLY WEALTH MANAGEMENT, LLC
North Kingstown, RI
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees; THIRD PARTY COMPANY & % MANAGED BY A THIRD PARTY ADVISER
401-398-7171
RHODEWAY FINANCIAL
Providence, RI
AUM
$0
Financial Planning
Team
1 advisors
Clients
251-500
Fees
PRO BONO SERVICES, NO FEES
(401) 270-3462
STRATEGIC FINANCIAL GROUP
Cranston, RI
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
401-463-3150
VERITAS WEALTH MANAGEMENT
North Kingstown, RI
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(401) 296-3606
D & P INVESTMENT ADVISORS, LTD.
Wakefield, RI
AUM
$197.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
401-792-0100
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