ATMFS Fee Table
our mission

Helping our Clients achieve their Goals.

We have detailed a formula for success:
  • Discovery: We learn all about you and your goals.
  • Planning: Creating a base plan including our Client's goal, risk tolerance, and timeframe.
  • Agreement: Working towards our client's goals, we agree on a path and each persons responsibilities to achieve them.
  • Execution: Implement the plan
  • Review: Regualary review our investments and progress towards your goals and discuss relevant information.
25 years of experience
We have over twenty five years of combined experience and have seen many market conditions.
Competitive pricing
Costs matter. That's why we offer different levels of service to fit your needs.
Success in planning
We have helped many clients discover their financial goals and continue to guide them on their journey.
PO BOX 984 North Kingstown, RI 02852
401-932-4732
Gkirwan@ATMFS.net
DisclosureWARRANTIES & DISCLAIMERSThere are no warranties implied.All That Matters Financial Services LLP is a registered investment adviser located in North Kingstown, Rhode Island ATMFS LLP may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. ATMFS LLP’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of ATMFS LLP’s web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by ATMFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of ATMFS LLP, please contact the state securities regulators for those states in which ATMFS LLP maintains a registration filing. A copy of ATMFS LLP’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from All That Matters Financial Services LLP upon written request. ATMFS LLP does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ATMFS LLP’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.Insurance products and services are offered and sold through individually licensed and appointed insurance agents.