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Find Retirement Advisors for Retirement Planning in West Warwick, Rhode Island

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Finding the Best Retirement Planners in West Warwick, Rhode Island

Last Updated - April 25, 2025

West Warwick has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in West Warwick, Rhode Island have an average of 27 years of experience.

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List of Qualified Retirement Planning Advisors in West Warwick, Rhode Island

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
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BSA Wealth Advisors
LUTCF®

Qualifications
CRD# 4712368
Firm CRD# 11869
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based

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advisor

Qualifications
CRD# 7556128
Firm CRD# 172011

Minimum Assets Required
$50,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor
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Jordan Cohne
RICP®
Clarity Wealth Advisors

Qualifications
CRD# 4763296
Firm CRD# 8733
Series 7, 66

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
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Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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Top 2 Retirement Planning firms in West Warwick, Rhode Island (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1300 Division Road, Suite 203
West Warwick, RI, 02893
$858,037,63260117
A percentage of AUM, Fixed fees
2

1300 Division Road, Suite 301
West Warwick, RI, 02893
$125,533,2163524
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in West Warwick, Rhode Island

QualificationsFirm CRD# 157959

Assets Under Management $858,037,632

No. Of Clients601

Clients Per Financial Advisor35

CAPITAL WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Warwick, Rhode Island. With a nearly $858M assets under management, the firm specializes in crafting personalized retirement planning solutions for 601 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
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QualificationsFirm CRD# 120465

Assets Under Management $125,533,216

No. Of Clients352

Clients Per Financial Advisor88

ELIOT ROSE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in West Warwick, Rhode Island. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 352 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
View Full Profile

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