Fee-Only Financial Planners in Newport, RI

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Newport, RI:

Jake Northrup

CFP®, CFA®, CSLP®

Experience Your Wealth, LLC

Bristol, RI

Specialties: Create your inspiring money vision, Prioritize and automate your cash flow, Create and execute an investment strategy, Bring relief to your student debt, Design a plan to pay for college, Run long-term financial freedom projections, Ensure you have the proper insurance + estate documents, Develop a strategy for your equity compensation, Take charge of your tax planning, Optimize the value of your employee benefits

We help travel-loving young families who don't buy into the "9-5, work-until-you're-65" concept find the responsible balance between paying down debt, investing for the future, but also experiencing life now.

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

    NAPFA Consumer Tools PDF

    Get Your Checklist

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