Wealth Management Resources, Inc.

Wealth Management Resources, Inc. (CRD# 45452) is a financial advisory firm headquartered in North Smithfield, RI. They manage $139,447,000 in 1,085 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    1,085
    ACCOUNTS
  • Average Account Value
    $128,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, RI, TX

Financial Advisors at Wealth Management Resources, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Arthur C. Everly
CRD#: 708891
501 Great Road, Suite 201, North Smithfield, RI 02896
96
Wealthminder
score

Arthur Everly (CRD# 708891) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in North Smithfield, RI and has over 36 years of experience in the finance industry.

2
Kevin R. Worthley
CRD#: 4089865
501 Great Road, Suite 201, North Smithfield, RI 02896
96
Wealthminder
score

Kevin Worthley (CRD# 4089865) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in North Smithfield, RI and has over 16 years of experience in the finance industry. Kevin Worthley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Scott Everly
CRD#: 6488691
501 Great Road, Suite 201, North Smithfield, RI 02896
87
Wealthminder
score

Scott Everly (CRD# 6488691) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in North Smithfield, RI and has 1 year of experience in the finance industry.

4
Alan S. Wardyga
CRD#: 2169985
501 Great Road, Suite 201, North Smithfield, RI 02896
76
Wealthminder
score

Alan Wardyga (CRD# 2169985) is an Investment Advisor Representative working at Wealth Management Resources, Inc. in North Smithfield, RI and has over 25 years of experience in the finance industry. Alan Wardyga has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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