Fee-Only Financial Planners in Providence, 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 Providence, RI:

Stephen Poplaski

PhD, CFP®, CPA

Lighthouse Financial Management, LLC

Westerly, RI

Specialties: Comprehensive Personal Financial Planning, Retirement Income Planning, Investment Analysis, Portfolio Design, and Ongoing Management., Business Planning including profitability/operational analysis, and equity transition., Tax Planning and Individual Tax Preparation, Rental Real Estate

Fee-Only fiduciary located in Westerly, RI. Services include investment management, tax planning/preparation, retirement, and estate planning.

Jason Siperstein

CFA®, CFP®, RMA®

Eliot Rose Wealth Management

West Warwick, RI

Specialties: Retirement Planning, Comprehensive Financial Planning, Investment Management, Tax Planning

Fee-Only financial planner located in East Greenwich, Rhode Island serving clients locally and across the country

Joseph Kolb

CFP®

Wickford Wealth Management, LLC.

North Kingstown, RI

Specialties: Retirement Income Planning, Comprehensive Financial Planning, Investment Management, Tax Planning

Fee-Only financial planner located in North Kingstown, RI, serving clients locally and across the country

Kevin Arruda

CFA®, CFP®, CKA®

Cornerstone Financial Management LLC

North Kingstown, RI

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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

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