# CFP financial advisors in New Hampshire

> In New Hampshire, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Brett Croft of Croft Financial Planning and Matt Sheers of Sheer Empowerment Financial.

Page: https://find.wellspent.co/by/cfp-financial-advisors/new-hampshire/
97 fee-only advisors listed; data last updated October 30, 2026.
Fee-only means paid only by clients, never by commissions.

## How do I find fee-only advisors who hold the CFP in New Hampshire?

In New Hampshire, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Brett Croft of Croft Financial Planning and Matt Sheers of Sheer Empowerment Financial.

## How many fee-only advisors who hold the CFP in New Hampshire are there?

The Wellspent public graph lists 97 fee-only advisors who hold the CFP in New Hampshire, at 60 firms. We counted every advisor record that fits, as of October 2026.

## Where are fee-only advisors who hold the CFP in New Hampshire located?

Of the 97 fee-only advisors who hold the CFP in New Hampshire, 24 are in Bedford, followed by 18 in Portsmouth and 7 in Windham.

## How do fee-only advisors who hold the CFP in New Hampshire charge?

The most common fee among fee-only advisors who hold the CFP in New Hampshire is a percentage of assets, used by 84% of the 97 with fees on file. Many use more than one: 67% charge fixed fees and 52% charge by the hour.

## How many fee-only advisors who hold the CFP in New Hampshire hold the CFP?

100% of the 97 fee-only advisors who hold the CFP in New Hampshire hold the CFP certification, based on the credentials listed on each record.

## How does Wellspent decide who counts as fee-only advisors who hold the CFP?

We count an advisor here when their record lists the CFP.

## What should I ask fee-only advisors who hold the CFP in New Hampshire?

How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?

## How current is this list of fee-only advisors who hold the CFP in New Hampshire?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

## Advisors

| Advisor | Firm | Location | Credentials | Fees |
|---|---|---|---|---|
| [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers.md) | Sheer Empowerment Financial | Plymouth, New Hampshire | CFP, CFA | Subscription, One-time planning fee, Hourly |
| [Peter Ankeny](https://find.wellspent.co/advisors/peter-ankeny.md) | Wolf Pine Capital | Portsmouth, New Hampshire | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly |
| [Rachel DeCarolis](https://find.wellspent.co/advisors/rachel-decarolis.md) | Northstar Financial Planning | Windham, New Hampshire | CDFA, CeFT, CFP, MBA, RLP | Percentage of assets, Ongoing planning fee |
| [Evan Marquis](https://find.wellspent.co/advisors/evan-marquis.md) | Milestone Financial Planning, LLC | Bedford, New Hampshire | CFP, EA, RICP, MSFP, MST, MS, CPA | Percentage of assets, Ongoing planning fee |
| [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly |
| [Brett Croft](https://find.wellspent.co/advisors/brett-croft.md) | Croft Financial Planning | Newbury, New Hampshire | CFA, CFP, CTFA | Hourly, One-time planning fee |
| [Jared Hoole](https://find.wellspent.co/advisors/jared-hoole.md) | Lakeside Financial Planning, LLC | Windham, New Hampshire | CFP, MST | Percentage of assets, Ongoing planning fee, One-time planning fee |
| [Robert Bartley](https://find.wellspent.co/advisors/robert-bartley.md) | Bartley Financial Advisors | Bedford, New Hampshire | CFP, CPA | Percentage of assets, Ongoing planning fee |
| [Kristen Vernace](https://find.wellspent.co/advisors/kristen-vernace.md) | Pathways Financial Planning | Portsmouth, New Hampshire | CFP, CDFA | Hourly, Flat fee or retainer, Ongoing planning fee |
| [David Mayes](https://find.wellspent.co/advisors/david-mayes.md) | Three Bearings Fiduciary Advisors, Inc. | Hampton, New Hampshire | CFP, CRPC, CRPS, EA, MA | Percentage of assets, Hourly, Fixed fees |
| [Sarah Anderson](https://find.wellspent.co/advisors/sarah-anderson.md) | The Foundry Financial Group, Inc. | Laconia, New Hampshire | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| [Inna Rivilis](https://find.wellspent.co/advisors/inna-rivilis.md) | Sunflower Financial Planning, LLC | Windham, New Hampshire | CFP, MSFP | One-time planning fee, Ongoing planning fee |
| [Kelly Luethje](https://find.wellspent.co/advisors/kelly-luethje.md) | Willow Planning Group | Holderness, New Hampshire | CFP, MBA | Ongoing planning fee, One-time planning fee |
| [Sally Boyle](https://find.wellspent.co/advisors/sally-boyle.md) | SJ Boyle Wealth Planning | HANOVER, New Hampshire | CDFA, CFP, ChFC | Percentage of assets, Fixed fees |
| [Anna Witten](https://find.wellspent.co/advisors/anna-witten.md) | Aurelius Family Office | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Robin Brigham](https://find.wellspent.co/advisors/robin-brigham.md) | Hager Investment Management Services | New London, New Hampshire | CFP | Percentage of assets |
| [Carl Johnson](https://find.wellspent.co/advisors/carl-johnson.md) | Grove Street Fiduciary, LLC | Peterborough, New Hampshire | AIF, CFP, MBA | Hourly |
| [Melinda Davis](https://find.wellspent.co/advisors/melinda-davis.md) | Davis Wealth Advisors | Bedford, New Hampshire | BS, CFP, CRPC, MS | Percentage of assets, Hourly, Fixed fees |
| [Christopher June](https://find.wellspent.co/advisors/christopher-june.md) | Sweeney Financial Advisors | Bedford, New Hampshire | CFP | Percentage of assets |
| [David Snyder](https://find.wellspent.co/advisors/david-snyder.md) | Sweeney Financial Advisors | Bedford, New Hampshire | CFP | Percentage of assets |
| [Gregory Farland](https://find.wellspent.co/advisors/gregory-farland.md) | Alliance Private Wealth | Alton Bay, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Gregory Norris](https://find.wellspent.co/advisors/gregory-norris.md) | Apex Investment Group | Georges Mills, New Hampshire | CFP | Percentage of assets |
| [Jeffrey Williams](https://find.wellspent.co/advisors/jeffrey-williams-2434533.md) | Fairscale Capital | Nashua, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Madalyn Dow](https://find.wellspent.co/advisors/madalyn-dow.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Matthew Dattilio](https://find.wellspent.co/advisors/matthew-dattilio.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Samuel Graham](https://find.wellspent.co/advisors/samuel-graham.md) | Sweeney Financial Advisors | Bedford, New Hampshire | CFP | Percentage of assets |
| [Zuzana Brochu](https://find.wellspent.co/advisors/zuzana-brochu.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets |
| [Alison Pyott](https://find.wellspent.co/advisors/alison-pyott.md) | Veris Wealth Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Elaine Morgillo](https://find.wellspent.co/advisors/elaine-morgillo.md) | Flying Point Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Elizabeth Catlin](https://find.wellspent.co/advisors/elizabeth-catlin.md) | Bluestone Wealth Management | Keene, New Hampshire | CFP | Percentage of assets |
| [James Grace](https://find.wellspent.co/advisors/james-grace.md) | Modern Financial Wellness | Portsmouth, New Hampshire | CFP | Flat fee or retainer, Ongoing planning fee |
| [Paul Pignone](https://find.wellspent.co/advisors/paul-pignone.md) | Beck Bode | Salem, New Hampshire | CFP, ChFC | Percentage of assets, Fixed fees |
| [Karen McCloskey](https://find.wellspent.co/advisors/karen-mccloskey.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets |
| [Laura Schenkel](https://find.wellspent.co/advisors/laura-schenkel.md) | VaMa Oak Wealth | Atkinson, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Michael Leclerc](https://find.wellspent.co/advisors/michael-leclerc.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets |
| [Paula Parrish](https://find.wellspent.co/advisors/paula-parrish.md) | Blueline Advisors | Exeter, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Steven Nassoura](https://find.wellspent.co/advisors/steven-nassoura.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets |
| [Cherita Church](https://find.wellspent.co/advisors/cherita-church.md) | Financial Advice Center, LLC | Manchester, New Hampshire | CAIA, CFP, MBA, RICP | Hourly, Fixed fees |
| [Eric Wadsworth](https://find.wellspent.co/advisors/eric-wadsworth.md) | Wadsworth & Daulaire Financial Planners | Hanover, New Hampshire | CFP | Hourly |
| [Kathryn Chase](https://find.wellspent.co/advisors/kathryn-chase.md) | Mardin Capital Group | Rye, New Hampshire | CFP | Percentage of assets |
| [Leif Daulaire](https://find.wellspent.co/advisors/leif-daulaire.md) | Wadsworth & Daulaire Financial Planners | Hanover, New Hampshire | CFP | Hourly |
| [Rhonda Bowden](https://find.wellspent.co/advisors/rhonda-bowden.md) | Hanai Financial | Portsmouth, New Hampshire | CFP, CRPC | Percentage of assets, Hourly, Fixed fees |
| [Russell Robertson](https://find.wellspent.co/advisors/russell-robertson.md) | ATI Wealth Partners | New Castle, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Silvia Manent](https://find.wellspent.co/advisors/silvia-manent.md) | Manent Capital | Orford, New Hampshire | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Travis Poodiack](https://find.wellspent.co/advisors/travis-poodiack.md) | Birch Financial Group | Keene, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Adam Bergeron](https://find.wellspent.co/advisors/adam-bergeron.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Alex Nikulin](https://find.wellspent.co/advisors/alex-nikulin.md) | Uptick Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Alexa Darbe](https://find.wellspent.co/advisors/alexa-darbe.md) | Northstar Financial Planning | Windham, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Andrew Safir](https://find.wellspent.co/advisors/andrew-safir.md) | Safir Wealth Advisors | Greenland, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Barry Betters](https://find.wellspent.co/advisors/barry-betters.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |

Showing the first 50 of 97. The full list, page by page: https://find.wellspent.co/by/cfp-financial-advisors/new-hampshire/?page=2

## About this data

Sources and verification: https://find.wellspent.co/methodology/
Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).