Leonard Turcotte
Blueline Advisors · Exeter, New Hampshire
Leonard Turcotte is a fee-only financial advisor at Blueline Advisors in Exeter, New Hampshire. Leonard focuses on small business owners. Blueline Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Blueline Advisors |
|---|---|
| Based in | Exeter, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Assets under management | $247.2M across 510 accounts |
| SEC registration | Investment adviser representative in NH · CRD 6169613 |
| Exams passed | Series 65 (2013) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.blueline-advisors.com |
How Leonard's firm compares
- Blueline Advisors's average account is about $485,000, from its Form ADV (assets managed divided by 510 accounts).
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Questions about Leonard
Is Leonard Turcotte a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Leonard holds no broker registration, and Blueline Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Leonard charge for financial advice?
Leonard's firm, Blueline Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Leonard work with clients virtually?
Yes. Blueline Advisors says on its website that it works with clients remotely.
Where is Leonard Turcotte based?
Leonard Turcotte is based in Exeter, New Hampshire.
What does Leonard specialize in?
Leonard's specialties include small business owners.
Is Leonard Turcotte registered with the SEC?
Yes. Leonard Turcotte is registered as an investment adviser representative in NH (CRD 6169613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blueline Advisors manage?
Blueline Advisors reports $247.2M across 510 accounts in assets under management.
How do I contact Leonard Turcotte?
Through Leonard's website, www.blueline-advisors.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
- Blueline Advisors 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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