Peter Lee
The Harbor Group · Bedford, New Hampshire
Peter Lee is a fee-only financial advisor at The Harbor Group in Bedford, New Hampshire, who holds the CFP credential. The Harbor Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Harbor Group |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.00B across 3,734 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 3254386 |
| Exams passed | Series 63 (1999) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.harborgroup.com |
How Peter's firm compares
- The Harbor Group's average account is about $535,000, from its Form ADV (assets managed divided by 3,734 accounts).
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Questions about Peter
Is Peter Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and The Harbor Group 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's firm, The Harbor Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Peter Lee based?
Peter Lee is based in Bedford, New Hampshire.
What credentials does Peter Lee hold?
Peter Lee holds the CFP credential.
Is Peter Lee registered with the SEC?
Yes. Peter Lee is registered as an investment adviser representative in NH (CRD 3254386), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Harbor Group manage?
The Harbor Group reports $2.00B across 3,734 accounts in assets under management.
How do I contact Peter Lee?
Through Peter's website, www.harborgroup.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
- 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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