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Financial Advisors

VESTMARK ADVISORY SOLUTIONS, INC.

Financial Advisor serving Wakefield, Rhode Island · 1 of 2 financial advisors in the area

📍 100 QUANNAPOWITT PKWY, WAKEFIELD, MA 01880, Wakefield, Rhode Island
📞 (888) 355-••••
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📍 100 QUANNAPOWITT PKWY, WAKEFIELD, MA 01880, Wakefield, Rhode Island

About VESTMARK ADVISORY SOLUTIONS, INC.

VESTMARK ADVISORY SOLUTIONS, INC. is a financial advisor located in Wakefield, Rhode Island. As a local financial advisor, they serve Wakefield and surrounding communities in Rhode Island. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Wakefield should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Rhode Island securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Wakefield

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Wakefield may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Wakefield

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Wakefield?
Financial Advisors in Wakefield typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Wakefield?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Wakefield to choose from.
Does VESTMARK ADVISORY SOLUTIONS, INC. offer free quotes?
Contact VESTMARK ADVISORY SOLUTIONS, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

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MCGUIRE WEALTH MANAGEMENT

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