Advisor at South County Wealth Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
South County Wealth Planning
Location
Saunderstown, RI
Credentials
CFP®, Series 65
Industry experience
5 years
Susan Gardiner is a CFP® and holds a Series 65 license with five years of industry experience. She is the sole advisor at South County Wealth Planning and has previously worked at Forbes Financial Planning, Inc., Rhode Island Housing, and the Rhode Island Senate President’s office. She also provides financial planning services on a contract basis for Origin Financial. South County Wealth Planning serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs a disciplined, long-term investment strategy emphasizing strategic asset allocation, diversification, and tax efficiency, and offers both discretionary investment management and various financial planning services, including retirement and estate planning.
Based on South County Wealth Planning
Based on South County Wealth Planning
Initial comprehensive financial plan fee no less than $3,500; Project-based planning starting at $3,500
$1 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001+: 1.00%
Starting at $300 per hour for financial planning services; fees negotiable
Ongoing financial planning fees starting at $500 per month, paid monthly, bimonthly, or quarterly; fees negotiable
Fee-only: Fee-only firm; compensation only from clients for services
Saunderstown, RI
Rhode Island
South County Wealth Management
2022 - Present (4 years)
Origin Financial
2022 - Present (4 years)
Forbes Financial Planning, Inc.
2019 - 2022 (3 years)
Rhode Island Housing
2017 - 2019 (2 years)
Rhode Island Public Expenditure Council
2017 - 2017 (1 year)
Office of the Rhode Island Senate President
2013 - 2017 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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