Travis Broadhurst
Sweeney Financial Advisors · Bedford, New Hampshire
Travis Broadhurst is a fee-only financial advisor at Sweeney Financial Advisors in Bedford, New Hampshire. Travis charges a percentage of assets (1.375% 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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
- Multi-generational families
- Divorced individuals
Facts
| Firm | Sweeney Financial Advisors |
|---|---|
| Based in | Bedford, New Hampshire |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.375% a year on the first tier of assets managed · A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $403.2M across 806 accounts |
| SEC registration | Investment adviser representative in NH · CRD 7022867 |
| Exams passed | Series 66 (2019) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.sfmllc.net |
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Questions about Travis
Is Travis Broadhurst a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Travis holds no broker registration, and Sweeney Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Travis charge for financial advice?
Travis charges a percentage of assets.
How much does Travis charge?
According to Sweeney Financial Advisors's website, checked October 30, 2026: 1.375% a year on the first tier of assets managed; a $500,000 asset minimum.
Where is Travis Broadhurst based?
Travis Broadhurst is based in Bedford, New Hampshire.
What does Travis specialize in?
Travis's specialties include retirement planning, estate & legacy planning and tax planning. Travis works with retirees, pre-retirees, high earners, multi-generational families and divorced individuals.
Is Travis Broadhurst registered with the SEC?
Yes. Travis Broadhurst is registered as an investment adviser representative in NH (CRD 7022867), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sweeney Financial Advisors manage?
Sweeney Financial Advisors reports $403.2M across 806 accounts in assets under management.
How do I contact Travis Broadhurst?
Through Travis's website, www.sfmllc.net.
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
- Sweeney Financial 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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