Kristen Hanley
CMH Wealth Management · Portsmouth, New Hampshire
Kristen Hanley is a fee-only financial advisor at CMH Wealth Management in Portsmouth, New Hampshire. Kristen 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 |
| SEC registration | Investment adviser representative in NH · CRD 2681464 |
| Exams passed | Series 65 (2009) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | cmhwealth.com |
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Questions about Kristen
Is Kristen Hanley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristen 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 Kristen charge for financial advice?
Kristen charges a percentage of assets.
Where is Kristen Hanley based?
Kristen Hanley is based in Portsmouth, New Hampshire.
What does Kristen specialize in?
Kristen's specialties include estate & legacy planning. Kristen works with early-career professionals and mid-life transitions.
Is Kristen Hanley registered with the SEC?
Yes. Kristen Hanley is registered as an investment adviser representative in NH (CRD 2681464), 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 Kristen Hanley?
Through Kristen'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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