Find a Financial Advisor in Kent County, RI

 

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We did the hard work of finding trustworthy partners in Kent County, RI.

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We Only Work With The Best Kent County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Kent County, RI


  • Financial Advisor Close to Kent County, RI

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Kent County, RI


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Kent County, RI

We evaluated over 13,000 RIA firms to bring you the best of the best Kent County financial advisors.
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How Retirement-Friendly is Kent County, RI?

  • Population: 163,869
  • % of Population 62 Years and Over: 22.6%
  • Average Home Value: $237,600
  • Average Monthly Housing Cost: $1,338
  • Average Household Income: $93,286
  • Rhode Island Total Tax Burden: 9.69% (8th Highest in U.S.)
  • Rhode Island Property Tax: 4.44% (5th Highest in U.S.)
  • Rhode Island Individual Income Tax: 2.29% (24th Lowest in U.S.)
  • Rhode Island Sales and Excise Tax: 2.96% (16th Lowest in U.S.)



The Top Financial Advisor Firms in Kent County, RI

 

IVY WEALTH MANAGEMENT, INC.

Website

(401) 681-4266

1350 Division Road
Suite 200
West Warwick, RI 2893

SEC#: 801-116706
Years in Business: 2 years

CAPITAL WEALTH MANAGEMENT, LLC

Website

(401) 885-1060

1300 Division Road
Suite 203
West Warwick, RI 2893

SEC#: 801-76539
Years in Business: 9 years

SPIRE WEALTH MANAGEMENT, LLC

Website

(401) 615-9657

411 Wakefield St.

West Warwick, RI 2893

SEC#: 801-60468
Years in Business: 20 years

WADDELL & REED, INC.

Website

(401) 885-2342

1300 Division Rd
Ste 201
West Warwick, RI 2893

SEC#: 801-16720
Years in Business: 39 years

ADVICEPERIOD, LLC

Website

(424) 281-3600

650 Main Street

East Greenwich, RI 2818

SEC#: 801-79005
Years in Business: 7 years

STRATEGIC POINT INVESTMENT ADVISORS LLC

Website

(401) 273-1500

557 Main Street

East Greenwich, RI 2818

SEC#: 801-61711
Years in Business: 18 years

C2P CAPITAL ADVISORY GROUP, LLC

Website

(401) 470-6161

5853 Post Rd
201A
East Greenwich, RI 2818

SEC#: 801-72187
Years in Business: 10 years

 


Kent County, RI Financial Advisor FAQs

You need to ask around and make sure they will provide you with one on one drives, which is probably the most important thing of all.
Do your due diligence. Ask for references and speak to former clients and see if you can do an initial consultation with the potential advisor. Other things to consider: the financial advisor's track record, if their business is primarily focused on people in similar circumstances as yours (younger, retired, etc.), fees they charge; and what rights you will have moving forward.
Financial advisors typically charge a percentage of your assets under management. Some financial advisors will also charge fees for advice sessions or advice-related activities such as drafting documents or completing transactions. You can usually ask your advisor for a breakdown of all applicable fees to help you understand exactly what they do and how much it costs you.
Yes, it is recommended using an advisor if you're unsure about your investing strategy because it would be difficult for someone who is new to investing and doesn't know how or what exactly they need help on getting started.