Fee-Only Financial Planners in Rhode Island

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 Rhode Island:

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

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.

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.

Gregory Young

CFP®, EA, ChFC®

Ahead Full Wealth Management, LLC

North Kingstown, RI

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Equity Compensation Plans, Military Benefits & Lifestyle

Rhode Island based fee-only financial planner empowering professionals doing good in the community and their families to achieve true wealth. Serving clients locally and across the country

Joseph Curran

Breachway Investments

Charlestown, RI

Michael Bronson

MB Financial Planning LLC

Wakefield, RI

Maureen Poplaski

Lighthouse Financial Management, LLC

Westerly, RI

Kevin Arruda

CFA®, CFP®, CKA®

Cornerstone Financial Management LLC

North Kingstown, RI

Angela Thomson

Coastal Financial Planning, Inc.

Lincoln, 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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