Christine Clinton-Catlin
Bluestone Wealth Management · Keene, New Hampshire
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.
Request an introduction to Christine →
Specialties
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 | $272.9M across 118 accounts |
| SEC registration | Investment adviser representative in NH · CRD 5055870 |
| Exams passed | Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bluestonenh.com |
How Christine's firm compares
- Bluestone Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 118 accounts).
Request an introduction to Christine
Tell Christine a little about what you're looking for. Christine 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 Christine
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.
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
- Bluestone Wealth Management 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.