$19.4M Total AUM
$19.4M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-11-2022
- Office Locations
- 1
Office Locations
-- Saunderstown RI
About South County Wealth Planning
South County Wealth Planning is a founder-led, CFP®-run RIA providing personalized, relationship-based financial planning and ongoing wealth strategy for individuals and families, incorporating life events, business and philanthropic goals. Investment planning and asset-allocation guidance is implemented primarily through ETF-based portfolios, with custody at Charles Schwab.
Team overview
41 AVG AGE
$19.4M AVG AUM / ADVISOR
$881.5K AVG AUM / CLIENT
3.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Susan E. Gardiner
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #7215740
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,392,939 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,392,939 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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