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CFP financial advisors in New Hampshire

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.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Evan Marquis Milestone Financial Planning, LLC, Bedford Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
  • Brett Croft Croft Financial Planning, Newbury Holds the CFP and CFA. Fees on file: hourly, one-time planning fee.
  • Matt Sheers Sheer Empowerment Financial, Plymouth Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
  • Robert Bartley Bartley Financial Advisors, Bedford Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
  • Silvia Manent Silvar Manent Capital, Orford Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
  • David Mayes Three Bearings Fiduciary Advisors, Inc., Hampton Holds the CFP and EA. Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
97
Firms
60
Cities
31
Hold the CFP
100%
  • Other credentials: CFA 5% · CPA 2% · EA 2%
  • How they charge (of 97 with fees on file): percentage of assets 84% · fixed fees 67% · hourly 52% · ongoing planning fee 11%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

CFP financial advisors by state

Questions about cFP financial advisors

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.

All 97 advisors

CFP financial advisors in New Hampshire: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matt Sheers Flat-fee, advice-only planning for mid-career individuals and couples working through career changes, growing families or business ownership. Sheer Empowerment Financial Plymouth CFP, CFA Subscription, One-time planning fee
Peter Ankeny Wolf Pine Capital Portsmouth CFP Percentage of assets, Flat fee or retainer
Rachel DeCarolis Northstar Financial Planning Windham CDFA, CeFT, CFP, MBA Percentage of assets, Ongoing planning fee
Evan Marquis Milestone Financial Planning, LLC Bedford CFP, EA, RICP, MSFP Percentage of assets, Ongoing planning fee
Rachel Lawrence Reverie Wealth Rochester CFP, MSFP Ongoing planning fee, One-time planning fee
Brett Croft Croft Financial Planning Newbury CFA, CFP, CTFA Hourly, One-time planning fee
Jared Hoole Lakeside Financial Planning, LLC Windham CFP, MST Percentage of assets, Ongoing planning fee
Robert Bartley Bartley Financial Advisors Bedford CFP, CPA Percentage of assets, Ongoing planning fee
Kristen Vernace Pathways Financial Planning Portsmouth CFP, CDFA Hourly, Flat fee or retainer
David Mayes Three Bearings Fiduciary Advisors, Inc. Hampton CFP, CRPC, CRPS, EA Percentage of assets, Hourly
Sarah Anderson The Foundry Financial Group, Inc. Laconia CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Inna Rivilis Sunflower Financial Planning, LLC Windham CFP, MSFP One-time planning fee, Ongoing planning fee
Kelly Luethje Willow Planning Group Holderness CFP, MBA Ongoing planning fee, One-time planning fee
Sally Boyle SJ Boyle Wealth Planning HANOVER CDFA, CFP, ChFC Percentage of assets, Fixed fees
Anna Witten Aurelius Family Office Bedford CFP Percentage of assets, Fixed fees
Robin Brigham Hager Investment Management Services New London CFP Percentage of assets
Carl Johnson Grove Street Fiduciary, LLC Peterborough AIF, CFP, MBA Hourly
Melinda Davis Davis Wealth Advisors Bedford BS, CFP, CRPC, MS Percentage of assets, Hourly
Christopher June Sweeney Financial Advisors Bedford CFP Percentage of assets
David Snyder Sweeney Financial Advisors Bedford CFP Percentage of assets
Gregory Farland Alliance Private Wealth Alton Bay CFP Percentage of assets, Hourly
Gregory Norris Apex Investment Group Georges Mills CFP Percentage of assets
Jeffrey Williams Fairscale Capital Nashua CFP Percentage of assets, Hourly
Madalyn Dow Mascoma Wealth Management Hanover CFP Percentage of assets
Matthew Dattilio Mascoma Wealth Management Hanover CFP Percentage of assets
Samuel Graham Sweeney Financial Advisors Bedford CFP Percentage of assets
Zuzana Brochu Mascoma Wealth Management Hanover CFP Percentage of assets
Alison Pyott Veris Wealth Partners Portsmouth CFP Percentage of assets, Hourly
Elaine Morgillo Flying Point Financial Portsmouth CFP Percentage of assets, Hourly
Elizabeth Catlin Bluestone Wealth Management Keene CFP Percentage of assets
James Grace Modern Financial Wellness Portsmouth CFP Flat fee or retainer, Ongoing planning fee
Paul Pignone Beck Bode Salem CFP, ChFC Percentage of assets, Fixed fees
Karen McCloskey CMH Wealth Management Portsmouth CFP Percentage of assets
Laura Schenkel VaMa Oak Wealth Atkinson CFP Percentage of assets, Fixed fees
Michael Leclerc CMH Wealth Management Portsmouth CFP Percentage of assets
Paula Parrish Blueline Advisors Exeter CFP Percentage of assets, Fixed fees
Steven Nassoura CMH Wealth Management Portsmouth CFP Percentage of assets
Cherita Church Financial Advice Center, LLC Manchester CAIA, CFP, MBA, RICP Hourly, Fixed fees
Eric Wadsworth Wadsworth & Daulaire Financial Planners Hanover CFP Hourly
Kathryn Chase Mardin Capital Group Rye CFP Percentage of assets
Leif Daulaire Wadsworth & Daulaire Financial Planners Hanover CFP Hourly
Rhonda Bowden Hanai Financial Portsmouth CFP, CRPC Percentage of assets, Hourly
Russell Robertson ATI Wealth Partners New Castle CFP Percentage of assets, Hourly
Silvia Manent Manent Capital Orford CFP, CFA Percentage of assets, Hourly
Travis Poodiack Birch Financial Group Keene CFP Percentage of assets, Hourly
Adam Bergeron The Harbor Group Bedford CFP Percentage of assets, Hourly
Alex Nikulin Uptick Partners Portsmouth CFP Percentage of assets, Fixed fees
Alexa Darbe Northstar Financial Planning Windham CFP Percentage of assets, Fixed fees
Andrew Safir Safir Wealth Advisors Greenland CFP Percentage of assets, Hourly
Barry Betters Cornerstone Financial Planning Portsmouth CFP Percentage of assets, Hourly

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Credentials