Elizabeth Catlin
Bluestone Wealth Management · Keene, New Hampshire
Elizabeth Catlin is a fee-only financial advisor at Bluestone Wealth Management in Keene, New Hampshire, who holds the CFP credential. Elizabeth charges a percentage of assets (a $3,000,000 asset minimum) and focuses on tax planning and estate & legacy planning.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 5055860 |
| Exams passed | Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bluestonenh.com |
How Elizabeth's firm compares
- Bluestone Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 118 accounts).
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Questions about Elizabeth
Is Elizabeth Catlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth 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 Elizabeth charge for financial advice?
Elizabeth charges a percentage of assets.
How much does Elizabeth charge?
According to Bluestone Wealth Management's website, checked October 30, 2026: a $3,000,000 asset minimum.
Where is Elizabeth Catlin based?
Elizabeth Catlin is based in Keene, New Hampshire.
What does Elizabeth specialize in?
Elizabeth's specialties include tax planning and estate & legacy planning.
What credentials does Elizabeth Catlin hold?
Elizabeth Catlin holds the CFP credential.
Is Elizabeth Catlin registered with the SEC?
Yes. Elizabeth Catlin is registered as an investment adviser representative in NH (CRD 5055860), 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 Elizabeth Catlin?
Through Elizabeth'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.
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