Wealth Management Resources, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$353,943,693
Clients
590
Advisors
6
of 9 employees
About
Wealth Management Resources, Inc. advises individuals (including high‑net‑worth clients), retirement plans, trusts, estates, and other business entities. The firm offers discretionary portfolio management, financial planning, 529 college‑savings allocation services, 401(k) and SIMPLE IRA plan advisory, and educational seminars for plan participants and clients.
The firm delivers portfolio management through a Custom Account program that emphasizes asset allocation and primarily uses exchange‑traded funds and model portfolios, and it also implements program solutions through Charles Schwab and SEI. Investment decisions are tailored to client suitability factors (risk tolerance, time horizon, objectives) and may be managed on a discretionary basis, with periodic monitoring and annual reviews described in the brochure.
Notable operational features that distinguish the firm from many peers are its integration of advisory, brokerage, and insurance activities: several advisors are registered representatives of a broker‑dealer and the firm is registered as an insurance agency, so advisors may implement commissionable insurance and annuity products in addition to fee‑based advisory services. The firm also regularly provides retirement plan participant education and uses both Schwab institutional services and SEI program relationships—arrangements and potential conflicts that the Form ADV discloses and states are managed through its policies and disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range between $250 and $3,000; 529 Plan setup fee $150; annual advisory fee for 529 Plan $150.
$0 - $500,000: 1.00% $500,001 - $1,500,000: 0.67% $1,500,001+: 0.33%
Insurance product sales generate commissions separate from advisory fees.
Financial planning services charged at $200 per hour.
Account minimum: $150,000 Minimum fee: Financial planning service fees typically range from $250 to $3,000, with an hourly rate of $200. Initial retainer equal to half of the estimated financial planning fees in advance, balance due upon completion.
Main office
28 Cedar Swamp Road, Suite One
Smithfield RI 02917
Advisors at this office
6
Most active in
California · Connecticut · Florida · Maine · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Rhode Island · South Carolina · Texas · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is 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.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Todd C
CFP®, Series 63
Smithfield, RI
Wealth Management Resources, Inc.
Todd Casazza is a CFP® with 19 years of experience in the financial services industry. He is currently with Wealth Management Resources, Inc. and has previously worked at Purshe Kaplan Sterling Investments, TD Ameritrade, and Charles Schwab. Casazza serves as the Board President of the Smithfield Girl’s Softball League. Wealth Management Resources, Inc. advises individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and various plan advisory services. The firm emphasizes asset allocation using exchange-traded funds and model portfolios, tailoring investment decisions to client suitability and managing accounts on a discretionary basis.
Arthur E
ChFC®, Series 63, Series 65
Smithfield, RI
Wealth Management Resources, Inc.
Arthur Everly is a financial advisor with Wealth Management Resources, Inc. in Smithfield, RI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 46 years of industry experience and has been with Wealth Management Resources since 1995. Prior to that, he spent 18 years at Wealth Management Realty Partners, LLC. Everly serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management and financial planning among other services. The firm emphasizes asset allocation through custom portfolios using ETFs and model portfolios, and integrates advisory, brokerage, and insurance activities to implement a range of investment and insurance solutions.
Scott E
ChFC®, Series 63, Series 65
Smithfield, RI
Wealth Management Resources, Inc.
Scott Everly is a ChFC® credentialed financial advisor with 11 years of industry experience. He is currently with Wealth Management Resources, Inc., where he has worked since 2015. His prior experience includes a role at Purshe Kaplan Sterling Investments. Wealth Management Resources, Inc. serves individuals, including high-net-worth clients, retirement plans, trusts, estates, and business entities by offering discretionary portfolio management, financial planning, and specialized retirement plan advisory services. The firm uses a Custom Account program focused on asset allocation with exchange-traded funds and model portfolios, tailoring investment decisions to client suitability factors.
Christopher D
CFP®
Smithfield, RI
Wealth Management Resources, Inc.
Christopher Di Petrillo is a CFP® professional with four years of experience at Wealth Management Resources, Inc. He previously worked in educational roles at Wheaton College and Ponaganset High School. Wealth Management Resources, Inc. serves individuals, retirement plans, trusts, estates, and business entities with discretionary portfolio management, financial planning, and educational services. The firm emphasizes customized asset allocation using exchange-traded funds and model portfolios, and integrates advisory, brokerage, and insurance activities.
Kevin W
CFP®, Series 66
Smithfield, RI
Wealth Management Resources, Inc.
Kevin Worthley is a CFP® with 26 years of industry experience and has been with Wealth Management Resources, Inc. since 2013. He holds the Series 66 designation and is based in Smithfield, Rhode Island. Outside of financial advising, Worthley writes personal finance articles for local media, teaches yoga classes, and coaches new fiction writers. Wealth Management Resources, Inc. advises individuals, retirement plans, trusts, estates, and business entities through discretionary portfolio management and financial planning services. The firm emphasizes custom asset allocation using primarily exchange-traded funds and model portfolios, tailoring investment decisions to client suitability factors.
Jeremy L
ChFC®, Series 65
Smithfield, RI
Wealth Management Resources, Inc.
Jeremy Lawton is a financial advisor at Wealth Management Resources, Inc. with four years of industry experience. He holds the ChFC® designation and Series 65 license. Prior to joining Wealth Management Resources in 2020, he worked at Roger Williams University and The Colony Group. In addition to his advisory role, Lawton serves on the board of directors for the Partnership to Reduce Cancer in Rhode Island. Wealth Management Resources, Inc. provides advisory services to individuals, retirement plans, trusts, estates, and business entities, offering discretionary portfolio management, financial planning, and education. The firm focuses on asset allocation using exchange-traded funds and model portfolios, integrating advisory, brokerage, and insurance activities to deliver tailored solutions.
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