AdvisorOS Directory
Claim Profile
Unclaimed Profile
AE

Arthur Clayton Everly

WEALTH MANAGEMENT RESOURCES, INC.·SMITHFIELD, Rhode Island
Clean recordWEALTH MANAGEMENT RESOURCES, INC.
28 CEDAR SWAMP ROAD, SMITHFIELD, RI 02917CRD# 708891Firm CRD# 45452

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Clayton Everly · SMITHFIELD, RI
Registration
CRD #708891 · WEALTH MANAGEMENT RESOURCES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Arthur Clayton Everly is a registered financial advisor based in SMITHFIELD, Rhode Island, affiliated with WEALTH MANAGEMENT RESOURCES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Arthur Clayton

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Arthur Clayton is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WEALTH MANAGEMENT RESOURCES, INC.
WEALTH MANAGEMENT RESOURCES, INC.
AUM
$339M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WEALTH MANAGEMENT RESOURCES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 708891
Firm CRD# 45452
View on FINRA BrokerCheck →

Looking for a financial advisor in SMITHFIELD?

Browse all registered financial advisors in SMITHFIELD, Rhode Island or claim this profile if it's yours.

Browse SMITHFIELD AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Arthur Clayton Everly offer?
Arthur Clayton Everly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SMITHFIELD, Rhode Island for a consultation.
What are Arthur Clayton Everly's credentials?
Arthur Clayton Everly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Clayton Everly located?
Arthur Clayton Everly is based in SMITHFIELD, Rhode Island, working with WEALTH MANAGEMENT RESOURCES, INC.. Their office serves clients in the SMITHFIELD metropolitan area and surrounding communities.
How does Arthur Clayton Everly charge for services?
Arthur Clayton Everly's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH MANAGEMENT RESOURCES, INC.?
WEALTH MANAGEMENT RESOURCES, INC. has approximately 10 employees and manages $339M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WEALTH MANAGEMENT RESOURCES, INC.

Alexander Mark Medici
SMITHFIELD, RI
Kevin R Worthley
SMITHFIELD, RI
Alan Stephen Wardyga
N. SMITHFIELD, RI
Kimberly Beth Neely
SMITHFIELD, RI
Scott Everly
SMITHFIELD, RI

More Advisors in SMITHFIELD, Rhode Island

Martin Tague Mcgee
FIAM LLC·SMITHFIELD, RI
Carlos Antonio Pisierra
FIAM LLC·SMITHFIELD, RI
Christian Girard Pariseault
FIAM LLC·SMITHFIELD, RI
James Shelton Carroll
FIAM LLC·SMITHFIELD, RI
Jeffrey Lagarce
PYRAMIS GLOBAL ADVISORS, LLC·SMITHFIELD, RI
Kimberly Lyn Perry
FIAM LLC·SMITHFIELD, RI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Rhode Island
PROVIDENCE (133)WESTERLY (17)NEWPORT (12)WARWICK (11)WEST WARWICK (9)MIDDLETOWN (8)CRANSTON (7)JOHNSTON (7)EAST GREENWICH (6)WOONSOCKET (6)
City Guides
PROVIDENCE GuideWESTERLY GuideNEWPORT GuideWARWICK GuideWEST WARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
Request removal of this profile