Find a Financial Advisor in Newport, RI

 

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

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We Only Work With The Best Newport 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 Newport, RI


  • Financial Advisor Close to Newport, 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 Newport, 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 Newport, RI

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

  • Population: 24,663
  • % of Population 62 Years and Over: 21.8%
  • Average Home Value: $424,600
  • Average Monthly Housing Cost: $1,363
  • Average Household Income: $98,148
  • 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 Newport, RI

 

SLOCUM, GORDON & CO. LLP

Website

(401) 849-4900

39 Mill Street

Newport, RI 2840

SEC#: 801-14301
Years in Business: 43 years

YOUNG RICHARD C & CO LTD

Website

(401) 849-2137

98 William Street

Newport, RI 2840

SEC#: 801-35765
Years in Business: 32 years

U.S. FINANCIAL ADVISORS, LLC

Website

(401) 619-3422

174 Bellevue Avenue
Suite 218
Newport, RI 2840

SEC#: 801-55953
Years in Business: 23 years

AXIS ADVISORS, LLC

Website

(401) 414-5547

39 Long Wharf Mall

Newport, RI 2840

SEC#: 801-120324
Years in Business: 0 years

SOUTH SHORE CAPITAL ADVISORS, LLC

Website

(401) 845-2009

174 Bellevue Avenue

Newport, RI 2840

SEC#: 801-96332
Years in Business: 6 years

U.S. FINANCIAL ADVISORS, LLC

Website

(401) 619-3422

174 Bellevue Avenue
Suite 218
Newport, RI 2840

SEC#: 801-55953
Years in Business: 23 years

AXIS ADVISORS, LLC

Website

(401) 414-5547

39 Long Wharf Mall

Newport, RI 2840

SEC#: 801-120324
Years in Business: 0 years

NAVY FEDERAL BROKERAGE SERVICES, LLC

Website

(877) 221-8108

657 Peary Street

Newport, RI 2840

SEC#: 801-68067
Years in Business: 14 years

U.S. FINANCIAL ADVISORS, LLC

Website

(401) 619-3422

174 Bellevue Avenue
Suite 218
Newport, RI 2840

SEC#: 801-55953
Years in Business: 23 years

 


Newport, RI Financial Advisor FAQs

It's always smart to have a plan before making any major financial decisions. By using the expertise of professionals, you're able to make well-informed choices rather than relying on guesswork.
Financial advisors offer many services: financial planning, retirement planning, insurance, cash flow management and budgeting. A financial planner helps to identify your needs over time and then develops strategies that suit those needs through various insurance products such as annuities or deferred income such as pensions.
In order to find the best one for you it might be smart to do some research on where they specialize in and how long their experience is in this area so you know what kind of help they can provide.
Financial advisor fees usually range from about $100-200 an hour, but the price varies depending on who you are talking to, how much work will need to be done for you, and if planning or investment advice is included.