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NAPATREE CAPITAL LLC

Financial Advisor serving Westerly, Rhode Island · 1 of 4 financial advisors in the area

📍 90 BEACH STREET, Westerly, Rhode Island
📞 (401) 868-••••
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📍 90 BEACH STREET, Westerly, Rhode Island

About NAPATREE CAPITAL LLC

NAPATREE CAPITAL LLC is a financial advisor located in Westerly, Rhode Island. As a local financial advisor, they serve Westerly and surrounding communities in Rhode Island. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Westerly 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 Westerly

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 Westerly may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Westerly

✓ 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 Westerly?
Financial Advisors in Westerly 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 Westerly?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Westerly to choose from.
Does NAPATREE CAPITAL LLC offer free quotes?
Contact NAPATREE CAPITAL LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Westerly

FIRST FINANCIAL ADVISORY SERVICES INC

85 BEACH STREET, WESTERLY, RI 02891

FENWAY PARTNERS, LLC

108 AIRPORT ROAD - SUITE 103, WESTERLY, RI 02891

PROFESSIONAL PLANNING GROUP

9 GRANITE STREET

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