Alison Pyott
Veris Wealth Partners · Portsmouth, New Hampshire
Alison Pyott is a fee-only financial advisor at Veris Wealth Partners in Portsmouth, New Hampshire, who holds the CFP credential. Alison focuses on sustainable & impact investing and family wealth transfer. Veris Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Alison →
Specialties
Who they serve
- Founders
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Veris Wealth Partners |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $5,000,000 asset minimum |
| Assets under management | $2.86B across 2,475 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 2562470 |
| Exams passed | Series 63 (2004) · Series 65 (2007) |
| Firm size | 31 employees |
| Disclosures | None reported |
| Website | www.veriswp.com |
| Profile |
Request an introduction to Alison
Tell Alison a little about what you're looking for. Alison isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Alison
Is Alison Pyott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alison holds no broker registration, and Veris Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alison charge for financial advice?
Alison's firm, Veris Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Alison charge?
According to Veris Wealth Partners's website, checked October 30, 2026: a $5,000,000 asset minimum.
Where is Alison Pyott based?
Alison Pyott is based in Portsmouth, New Hampshire.
What does Alison specialize in?
Alison's specialties include sustainable & impact investing and family wealth transfer. Alison works with founders, multi-generational families and ultra high net worth.
What credentials does Alison Pyott hold?
Alison Pyott holds the CFP credential.
Is Alison Pyott registered with the SEC?
Yes. Alison Pyott is registered as an investment adviser representative in NH (CRD 2562470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Veris Wealth Partners manage?
Veris Wealth Partners reports $2.86B across 2,475 accounts in assets under management.
How do I contact Alison Pyott?
Through Alison's website, www.veriswp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Veris Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.