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Advisor

Carl Johnson

Grove Street Fiduciary, LLC · Peterborough, New Hampshire

Carl Johnson is a fee-only financial advisor at Grove Street Fiduciary, LLC in Peterborough, New Hampshire, who holds the AIF, CFP and MBA credentials. Carl charges hourly fees.

Hourly Fee-only AIFCFPMBA

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Facts

FirmGrove Street Fiduciary, LLC
Based in Peterborough, New Hampshire
Fee modelHourly
Assets under management$413.2M across 1,066 accounts
CredentialsAIF · CFP · MBA
SEC registration Investment adviser representative in NH, TX · CRD 4343732
Exams passedSeries 63 (2001)
Firm size4 employees
Disclosures Reported; see the SEC record
Websitegrovestreetfiduciary.com

How Carl's firm compares

  • Grove Street Fiduciary, LLC's average account is about $388,000, from its Form ADV (assets managed divided by 1,066 accounts).

What fee-only advisors charge in New Hampshire

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Questions about Carl

Is Carl Johnson a fee-only financial advisor?

Yes. Carl Johnson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Carl's firm.

How does Carl charge for financial advice?

Carl charges hourly fees.

Where is Carl Johnson based?

Carl Johnson is based in Peterborough, New Hampshire.

What credentials does Carl Johnson hold?

Carl Johnson holds the AIF, CFP and MBA credentials.

Is Carl Johnson registered with the SEC?

Yes. Carl Johnson is registered as an investment adviser representative in NH and TX (CRD 4343732), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

How much does Grove Street Fiduciary, LLC manage?

Grove Street Fiduciary, LLC reports $413.2M across 1,066 accounts in assets under management.

How do I contact Carl Johnson?

Through Carl's website, grovestreetfiduciary.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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