Old Forge Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Old Forge Wealth Management is a small, owner-operated registered investment adviser that manages roughly $99 million for about 244 clients, serving individuals (including high-net-worth clients), trusts, estates, businesses and retirement plans. The firm provides discretionary portfolio management, standalone financial planning engagements, and 3(21) retirement-plan advisory services, with client assets held at a qualified custodian and advisory fees charged as a percentage of AUM.
The firm constructs customized portfolios that rely primarily on ETFs and diversified mutual funds and uses both fundamental and technical analysis within a generally long-term orientation, while rebalancing or trading as needed to meet client objectives. Old Forge conducts regular account reviews, offers standalone and hourly planning work, and makes use of reporting and trading tools (including a Black Diamond reporting service for accounts above $150,000 that supports batch trading and auto-rebalancing).
Noteworthy aspects of the firm include its solo-practitioner operating model combined with a high client-to-advisor ratio (over 200 clients per advisor), an arrangement that is uncommon among peers and influences how services and oversight are delivered. The firm also discloses that advisory personnel are licensed insurance professionals and maintain several outside business activities—such as insurance sales and real-estate interests—which the firm identifies as potential conflicts to be managed under its compliance policies.
Client services
Expertise
Fee options
Fixed project-based financial planning fees up to $2,500 for new clients or up to $1,500 for existing clients
$0 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.90% annually $3,000,000+: 0.80% annually
Certain advisory persons licensed as independent insurance professionals earning commissions from insurance products sales, separate and in addition to advisory fees
$450 per hour for hourly financial planning services
Account minimum: $500,000 Fee-only: Financial planning fixed fees up to $2,500 for new clients, up to $1,500 for existing clients; hourly fee $450/hour
Main office
3351 Post Road, First Floor
Warwick RI 02886
Advisors at this office
1
Most active in
Florida · Massachusetts · Nebraska · Rhode Island · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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