Advisors for $1 million to $3 million in New Hampshire
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Elizabeth Catlin Bluestone Wealth Management, Keene Holds the CFP. Fees on file: percentage of assets.
- Michael Leclerc CMH Wealth Management, Portsmouth Holds the CFP. Fees on file: percentage of assets.
- Peter Ankeny Wolf Pine Capital, Portsmouth Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Robin Brigham Hager Investment Management Services, New London Holds the CFP. Fees on file: percentage of assets.
- Daniel Zibinskas Harbor Advisory, Portsmouth Holds the CFA. Fees on file: percentage of assets, hourly.
- Alison Pyott Veris Wealth Partners, Portsmouth Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 29
- Firms
- 13
- Cities
- 11
- Hold the CFP
- 31%
- Other credentials: CFA 17%
- How they charge (of 29 with fees on file): percentage of assets 100% · fixed fees 38% · hourly 28% · flat fee or retainer 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Tennessee (80)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
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.
All 29 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| Anna Witten | Aurelius Family Office | Bedford | CFP | Percentage of assets, Fixed fees |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
| Alison Pyott | Veris Wealth Partners | Portsmouth | CFP | Percentage of assets, Hourly |
| Elizabeth Catlin | Bluestone Wealth Management | Keene | CFP | Percentage of assets |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Jacob Alden | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Mark Witaschek | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Peter Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Karen McCloskey | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Michael Leclerc | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Steven Nassoura | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Christine Clinton-Catlin | Bluestone Wealth Management | Keene | Not listed | Percentage of assets |
| Daniel Zibinskas | Harbor Advisory | Portsmouth | CFA | Percentage of assets, Hourly |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Brian Carolan | CMH Wealth Management | Portsmouth | CFA | Percentage of assets |
| John Fredette | CMH Wealth Management | Rye | CFA | Percentage of assets |
| John Degan | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| Weld Butler | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| Jennifer Degraffenried | Hurst and DeGraffenried Wealth Management | Bedford | Not listed | Percentage of assets |
| Kristen Hanley | CMH Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Samuel Degraffenried | Hurst and DeGraffenried Wealth Management | Milford | Not listed | Percentage of assets |
| Andrew Safir | Safir Wealth Advisors | Greenland | CFP | Percentage of assets, Hourly |
| Jeremiah Chaplin | Truehand | Strafford | CFA | Percentage of assets, Fixed fees |
| Stuart Hawver | STU Hawver, CFA, MBA | Wolfeboro | CFA | Percentage of assets, Performance-based fees |
| Alicia Donahue | Nashua Capital Management | Nashua | Not listed | Percentage of assets |
| Edwin Safir | Safir Wealth Advisors | Greenland | Not listed | Percentage of assets, Hourly |
| Richard Francis | Cygnet Investment | Walpole | Not listed | Percentage of assets |
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