# Peter Hager

> Peter Hager is a fee-only financial advisor at Hager Investment Management Services in New London, New Hampshire. Peter charges a percentage of assets (0.75% a year on the first tier of assets managed and a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/peter-hager/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Hager Investment Management Services
- **Based in:** New London, New Hampshire
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 0.75% a year on the first tier of assets managed; a $500,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $221.6M across 178 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Ultra high net worth, Early-career professionals, Multi-generational families
- **CRD:** 1906783 (https://adviserinfo.sec.gov/individual/summary/1906783)
- **SEC registration:** Investment adviser representative in NH
- **Exams passed:** Series 63 (1988)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.hagerinvestments.com

## Frequently asked questions

### Is Peter Hager a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Hager Investment Management Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Peter charge for financial advice?

Peter charges a percentage of assets.

### How much does Peter charge?

According to Hager Investment Management Services's website, checked October 30, 2026: 0.75% a year on the first tier of assets managed; a $500,000 asset minimum.

### Does Peter work with clients virtually?

Yes. Hager Investment Management Services says on its website that it works with clients remotely.

### Where is Peter Hager based?

Peter Hager is based in New London, New Hampshire.

### What does Peter specialize in?

Peter's specialties include retirement planning, estate & legacy planning, tax planning, small business owners and family wealth transfer. Peter works with retirees, pre-retirees, mid-life transitions, ultra high net worth and early-career professionals.

### Is Peter Hager registered with the SEC?

Yes. Peter Hager is registered as an investment adviser representative in NH (CRD 1906783), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Hager Investment Management Services manage?

Hager Investment Management Services reports $221.6M across 178 accounts in assets under management.

### How do I contact Peter Hager?

Through Peter's website, www.hagerinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1906783): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.hagerinvestments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.