John Fredette
CMH Wealth Management · Rye, New Hampshire
John Fredette is a fee-only financial advisor at CMH Wealth Management in Rye, New Hampshire, who holds the CFA credential. John charges a percentage of assets and focuses on estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
- Mid-life transitions
Facts
| Firm | CMH Wealth Management |
|---|---|
| Based in | Rye, New Hampshire |
| Fee model | Percentage of assets |
| Assets under management | $813.4M across 704 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NH · CRD 6835879 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | cmhwealth.com |
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Questions about John
Is John Fredette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and CMH Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a percentage of assets.
Where is John Fredette based?
John Fredette is based in Rye, New Hampshire.
What does John specialize in?
John's specialties include estate & legacy planning. John works with early-career professionals and mid-life transitions.
What credentials does John Fredette hold?
John Fredette holds the CFA credential.
Is John Fredette registered with the SEC?
Yes. John Fredette is registered as an investment adviser representative in NH (CRD 6835879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CMH Wealth Management manage?
CMH Wealth Management reports $813.4M across 704 accounts in assets under management.
How do I contact John Fredette?
Through John's website, cmhwealth.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
- CMH 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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