South County Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
South County Wealth Planning provides investment management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, employer‑sponsored retirement plans, businesses, and charitable organizations. The firm operates as a fee‑only registered investment adviser and offers both discretionary portfolio management and a range of planning engagements (ongoing, project‑based, and hourly).
The firm’s investment approach emphasizes strategic asset allocation, diversification, and predominantly low‑cost index mutual funds and ETFs with periodic rebalancing, while allowing for limited use of individual securities or alternatives when appropriate. Clients work with the adviser through tailored planning processes and discretionary account authority, with the ability to impose reasonable investment restrictions and receive regular reviews.
Noteworthy for an independent adviser of its size, South County routinely provides institutional retirement plan services — including plan design, investment policy development, vendor analysis, participant education, and discretionary plan management — and may act as an ERISA investment manager under Section 3(38). The firm also offers public educational seminars and speaking engagements, and its principal’s CFP® credential and public‑finance background are described as informing both individual and plan‑level work.
Client services
Expertise
Fee options
Project-based financial planning fixed fees starting at $3,500; ongoing financial planning fixed fees starting at $500 per month (paid monthly, bimonthly, or quarterly); educational seminars fees starting at $500 per seminar
$1 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.00%
Hourly financial planning rate starting at $300 per hour; fees negotiable
Ongoing financial planning fees paid monthly, bimonthly, or quarterly starting at $500 per month
Minimum fee: Initial financial planning fee no less than $3,500 (may be waived or reduced at advisor's discretion) Fee-only: Firm is fee-only, compensated solely by clients for advisory services; no commissions or sales-related compensation received
Main office
Saunderstown RI
Advisors at this office
1
Most active in
Rhode Island
Also doing business as
South County Wealth Management · South County Wealth Planning
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)