Karen McCloskey
CMH Wealth Management · Portsmouth, New Hampshire
Karen McCloskey is a fee-only financial advisor at CMH Wealth Management in Portsmouth, New Hampshire, who holds the CFP credential. Karen 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 | Portsmouth, New Hampshire |
| Fee model | Percentage of assets |
| Assets under management | $813.4M across 704 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 2102479 |
| Exams passed | Series 63 (1990) · Series 65 (2004) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | cmhwealth.com |
| Profile |
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Questions about Karen
Is Karen McCloskey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen 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 Karen charge for financial advice?
Karen charges a percentage of assets.
Where is Karen McCloskey based?
Karen McCloskey is based in Portsmouth, New Hampshire.
What does Karen specialize in?
Karen's specialties include estate & legacy planning. Karen works with early-career professionals and mid-life transitions.
What credentials does Karen McCloskey hold?
Karen McCloskey holds the CFP credential.
Is Karen McCloskey registered with the SEC?
Yes. Karen McCloskey is registered as an investment adviser representative in NH (CRD 2102479), 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 Karen McCloskey?
Through Karen'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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