Jeffrey Nowell
Mascoma Wealth Management · Hanover, New Hampshire
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.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Mascoma Wealth Management |
|---|---|
| Based in | Hanover, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $567.8M across 1,185 accounts |
| SEC registration | Investment adviser representative in NH, VT · CRD 4395340 |
| Exams passed | Series 65 (2018) · Series 66 (2001) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | mascoma.bank/investing/mascoma-wealth-management |
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Questions about Jeffrey
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.
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
- Mascoma 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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