# Christine Clinton-Catlin

> Christine Clinton-Catlin is a fee-only financial advisor at Bluestone Wealth Management in Keene, New Hampshire. Christine charges a percentage of assets (a $3,000,000 asset minimum) and focuses on tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/christine-clinton-catlin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bluestone Wealth Management
- **Based in:** Keene, New Hampshire
- **Fee model:** Percentage of assets
- **Fees (firm's website):** a $3,000,000 asset minimum
- **Assets under management (firm):** $272.9M across 118 accounts
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 5055870 (https://adviserinfo.sec.gov/individual/summary/5055870)
- **SEC registration:** Investment adviser representative in NH
- **Exams passed:** Series 65 (2005)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://bluestonenh.com

## Frequently asked questions

### Is Christine Clinton-Catlin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Christine holds no broker registration, and Bluestone Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Christine charge for financial advice?

Christine charges a percentage of assets.

### How much does Christine charge?

According to Bluestone Wealth Management's website, checked October 30, 2026: a $3,000,000 asset minimum.

### Where is Christine Clinton-Catlin based?

Christine Clinton-Catlin is based in Keene, New Hampshire.

### What does Christine specialize in?

Christine's specialties include tax planning and estate & legacy planning.

### Is Christine Clinton-Catlin registered with the SEC?

Yes. Christine Clinton-Catlin is registered as an investment adviser representative in NH (CRD 5055870), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bluestone Wealth Management manage?

Bluestone Wealth Management reports $272.9M across 118 accounts in assets under management.

### How do I contact Christine Clinton-Catlin?

Through Christine's website, bluestonenh.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5055870): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bluestonenh.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.