Andrew Hager
Hager Investment Management Services · New London, New Hampshire
Andrew Hager is a fee-only financial advisor at Hager Investment Management Services in New London, New Hampshire. Andrew charges a percentage of assets (0.75% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Ultra high net worth
- Early-career professionals
- Multi-generational families
Facts
| Firm | Hager Investment Management Services |
|---|---|
| Based in | New London, New Hampshire |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.75% a year on the first tier of assets managed · A $500,000 asset minimum |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $221.6M across 178 accounts |
| SEC registration | Investment adviser representative in NH · CRD 2825316 |
| Exams passed | Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.hagerinvestments.com |
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Questions about Andrew
Is Andrew Hager a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Hager Investment Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew charges a percentage of assets.
How much does Andrew charge?
According to Hager Investment Management Services's website, checked October 30, 2026: 0.75% a year on the first tier of assets managed; a $500,000 asset minimum.
Does Andrew work with clients virtually?
Yes. Hager Investment Management Services says on its website that it works with clients remotely.
Where is Andrew Hager based?
Andrew Hager is based in New London, New Hampshire.
What does Andrew specialize in?
Andrew's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Andrew works with retirees, pre-retirees, mid-life transitions, ultra high net worth and early-career professionals.
Is Andrew Hager registered with the SEC?
Yes. Andrew Hager is registered as an investment adviser representative in NH (CRD 2825316), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hager Investment Management Services manage?
Hager Investment Management Services reports $221.6M across 178 accounts in assets under management.
How do I contact Andrew Hager?
Through Andrew's website, www.hagerinvestments.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
- Hager Investment Management Services 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.
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