Fiduciary advisors in Newport, RI

3 registered advisers

The Newport market includes 3 fiduciary advisors registered with the SEC. 3 run fee-only practices, meaning they earn nothing from selling financial products.

SLOCUM, GORDON & CO. LLP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport, Rhode IslandCRD #104929
Typical Fee--
AUM$219M
Minimum--
Clients253

TRANSWESTERN CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Newport, Rhode IslandCRD #141605
Typical Fee--
AUM$74M
Minimum--
Clients1

YOUNG RICHARD C & CO LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Newport, Rhode IslandCRD #105866
Typical Fee--
AUM$1.6B
Minimum--
Clients2,036
Fiduciary Advisors in Newport, Rhode Island | FiduciaryListings