Weld Butler
Harbor Advisory · Portsmouth, New Hampshire
Weld Butler is a fee-only financial advisor at Harbor Advisory in Portsmouth, New Hampshire. Weld focuses on estate & legacy planning and retirement planning. Harbor Advisory reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Harbor Advisory |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $480.9M across 395 accounts |
| SEC registration | Investment adviser representative in NH, TX · CRD 1923341 |
| Exams passed | Series 63 (1989) |
| Firm size | 3 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.harboradvisory.com |
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Questions about Weld
Is Weld Butler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Weld holds no broker registration, and Harbor Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Weld charge for financial advice?
Weld's firm, Harbor Advisory, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Weld Butler based?
Weld Butler is based in Portsmouth, New Hampshire.
What does Weld specialize in?
Weld's specialties include estate & legacy planning and retirement planning. Weld works with ultra high net worth.
Is Weld Butler registered with the SEC?
Yes. Weld Butler is registered as an investment adviser representative in NH and TX (CRD 1923341), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Harbor Advisory manage?
Harbor Advisory reports $480.9M across 395 accounts in assets under management.
How do I contact Weld Butler?
Through Weld's website, www.harboradvisory.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
- Harbor Advisory 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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