# Jeffrey Nowell

> Jeffrey Nowell is a fee-only financial advisor at Mascoma Wealth Management in Hanover, New Hampshire. Jeffrey focuses on retirement planning, tax planning and estate & legacy planning. Mascoma Wealth Management reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Mascoma Wealth Management
- **Based in:** Hanover, New Hampshire
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $567.8M across 1,185 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer, Sustainable & impact investing
- **Works with:** Ultra high net worth
- **CRD:** 4395340 (https://adviserinfo.sec.gov/individual/summary/4395340)
- **SEC registration:** Investment adviser representative in NH, VT
- **Exams passed:** Series 65 (2018), Series 66 (2001)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://mascoma.bank/investing/mascoma-wealth-management/

## Frequently asked questions

### Is Jeffrey Nowell a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Mascoma Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Jeffrey Nowell based?

Jeffrey Nowell is based in Hanover, New Hampshire.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and sustainable & impact investing. Jeffrey works with ultra high net worth.

### Is Jeffrey Nowell registered with the SEC?

Yes. Jeffrey Nowell is registered as an investment adviser representative in NH and VT (CRD 4395340), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Mascoma Wealth Management manage?

Mascoma Wealth Management reports $567.8M across 1,185 accounts in assets under management.

### How do I contact Jeffrey Nowell?

Through Jeffrey's website, mascoma.bank/investing/mascoma-wealth-management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4395340): 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://mascoma.bank/wealth-management/mascoma-wealth-management-llc/): 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.