Michael Leclerc
CMH Wealth Management · Portsmouth, New Hampshire
Michael Leclerc is a fee-only financial advisor at CMH Wealth Management in Portsmouth, New Hampshire, who holds the CFP credential. Michael 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 6951984 |
| Exams passed | Series 63 (2018) · Series 66 (2019) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | cmhwealth.com |
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Questions about Michael
Is Michael Leclerc a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael charges a percentage of assets.
Where is Michael Leclerc based?
Michael Leclerc is based in Portsmouth, New Hampshire.
What does Michael specialize in?
Michael's specialties include estate & legacy planning. Michael works with early-career professionals and mid-life transitions.
What credentials does Michael Leclerc hold?
Michael Leclerc holds the CFP credential.
Is Michael Leclerc registered with the SEC?
Yes. Michael Leclerc is registered as an investment adviser representative in NH (CRD 6951984), 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 Michael Leclerc?
Through Michael'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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