# Advisors for $1 million to $3 million in New Hampshire > In New Hampshire, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Elizabeth Catlin of Bluestone Wealth Management, Michael Leclerc of CMH Wealth Management and Peter Ankeny of Wolf Pine Capital. Page: https://find.wellspent.co/by/financial-advisors-1-to-3-million/new-hampshire/ 29 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 for $1 million to $3 million in New Hampshire? In New Hampshire, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Elizabeth Catlin of Bluestone Wealth Management, Michael Leclerc of CMH Wealth Management and Peter Ankeny of Wolf Pine Capital. ## How many fee-only advisors for $1 million to $3 million in New Hampshire are there? The Wellspent public graph lists 29 fee-only advisors for $1 million to $3 million in New Hampshire, at 13 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million. ## Where are fee-only advisors for $1 million to $3 million in New Hampshire located? Of the 29 fee-only advisors for $1 million to $3 million in New Hampshire, 11 are in Portsmouth, followed by 4 in Bedford and 4 in New London. ## How do fee-only advisors for $1 million to $3 million in New Hampshire charge? All 29 fee-only advisors for $1 million to $3 million in New Hampshire with fees on file charge a percentage of assets. Many use more than one: 38% charge fixed fees and 28% charge by the hour. ## How many fee-only advisors for $1 million to $3 million in New Hampshire hold the CFP? 31% of the 29 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for $1 million to $3 million in New Hampshire? What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with? ## How current is this list of fee-only advisors for $1 million to $3 million 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 | |---|---|---|---|---| | [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 | | [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 | | [Alison Pyott](https://find.wellspent.co/advisors/alison-pyott.md) | Veris Wealth Partners | 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 | | [Andrew Hager](https://find.wellspent.co/advisors/andrew-hager.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Jacob Alden](https://find.wellspent.co/advisors/jacob-alden.md) | Aurelius Family Office | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Mark Witaschek](https://find.wellspent.co/advisors/mark-witaschek.md) | Aurelius Family Office | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Michael Bechtold](https://find.wellspent.co/advisors/michael-bechtold.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Peter Hager](https://find.wellspent.co/advisors/peter-hager.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Karen McCloskey](https://find.wellspent.co/advisors/karen-mccloskey.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Michael Leclerc](https://find.wellspent.co/advisors/michael-leclerc.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Steven Nassoura](https://find.wellspent.co/advisors/steven-nassoura.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Christine Clinton-Catlin](https://find.wellspent.co/advisors/christine-clinton-catlin.md) | Bluestone Wealth Management | Keene, New Hampshire | | Percentage of assets | | [Daniel Zibinskas](https://find.wellspent.co/advisors/daniel-zibinskas.md) | Harbor Advisory | Portsmouth, New Hampshire | CFA | Percentage of assets, Hourly, Fixed fees | | [Leah Beattie](https://find.wellspent.co/advisors/leah-beattie.md) | Veris Wealth Partners | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Brian Carolan](https://find.wellspent.co/advisors/brian-carolan.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFA | Percentage of assets | | [John Fredette](https://find.wellspent.co/advisors/john-fredette.md) | CMH Wealth Management | Rye, New Hampshire | CFA | Percentage of assets | | [John Degan](https://find.wellspent.co/advisors/john-degan.md) | Harbor Advisory | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Weld Butler](https://find.wellspent.co/advisors/weld-butler.md) | Harbor Advisory | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Jennifer Degraffenried](https://find.wellspent.co/advisors/jennifer-degraffenried.md) | Hurst and DeGraffenried Wealth Management | Bedford, New Hampshire | | Percentage of assets | | [Kristen Hanley](https://find.wellspent.co/advisors/kristen-hanley.md) | CMH Wealth Management | Portsmouth, New Hampshire | | Percentage of assets | | [Samuel Degraffenried](https://find.wellspent.co/advisors/samuel-degraffenried.md) | Hurst and DeGraffenried Wealth Management | Milford, New Hampshire | | Percentage of assets | | [Andrew Safir](https://find.wellspent.co/advisors/andrew-safir.md) | Safir Wealth Advisors | Greenland, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Jeremiah Chaplin](https://find.wellspent.co/advisors/jeremiah-chaplin.md) | Truehand | Strafford, New Hampshire | CFA | Percentage of assets, Fixed fees | | [Stuart Hawver](https://find.wellspent.co/advisors/stuart-hawver.md) | STU Hawver, CFA, MBA | Wolfeboro, New Hampshire | CFA | Percentage of assets, Performance-based fees | | [Alicia Donahue](https://find.wellspent.co/advisors/alicia-donahue.md) | Nashua Capital Management | Nashua, New Hampshire | | Percentage of assets | | [Edwin Safir](https://find.wellspent.co/advisors/edwin-safir.md) | Safir Wealth Advisors | Greenland, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Richard Francis](https://find.wellspent.co/advisors/richard-francis.md) | Cygnet Investment | Walpole, New Hampshire | | Percentage of assets | ## 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).