# Advisors for $500,000 to $1 million in New Hampshire

> In New Hampshire, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include David Mayes of Three Bearings Fiduciary Advisors, Inc., Silvia Manent Silvar of Manent Capital and Ryan Callaghan of The Harbor Group.

Page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/new-hampshire/
56 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 $500,000 to $1 million in New Hampshire?

In New Hampshire, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include David Mayes of Three Bearings Fiduciary Advisors, Inc., Silvia Manent Silvar of Manent Capital and Ryan Callaghan of The Harbor Group.

## How many fee-only advisors for $500,000 to $1 million in New Hampshire are there?

The Wellspent public graph lists 56 fee-only advisors for $500,000 to $1 million in New Hampshire, at 24 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.

## Where are fee-only advisors for $500,000 to $1 million in New Hampshire located?

Of the 56 fee-only advisors for $500,000 to $1 million in New Hampshire, 17 are in Bedford, followed by 8 in Concord and 6 in Windham.

## How do fee-only advisors for $500,000 to $1 million in New Hampshire charge?

The most common fee among fee-only advisors for $500,000 to $1 million in New Hampshire is a percentage of assets, used by 86% of the 56 with fees on file. Many use more than one: 57% charge fixed fees and 38% charge by the hour.

## How many fee-only advisors for $500,000 to $1 million in New Hampshire hold the CFP?

54% of the 56 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in New Hampshire?

What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?

## How current is this list of fee-only advisors for $500,000 to $1 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 |
|---|---|---|---|---|
| [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 |
| [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 |
| [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 |
| [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 |
| [Samuel Graham](https://find.wellspent.co/advisors/samuel-graham.md) | Sweeney Financial Advisors | Bedford, New Hampshire | CFP | Percentage of assets |
| [Glenn Sweeney](https://find.wellspent.co/advisors/glenn-sweeney.md) | Sweeney Financial Advisors | Manchester, New Hampshire | CFA | Percentage of assets |
| [Cole Harris](https://find.wellspent.co/advisors/cole-harris.md) | JMH Wealth Management | Hanover, New Hampshire | CFA | Percentage of assets |
| [Jeffrey Harris](https://find.wellspent.co/advisors/jeffrey-harris.md) | JMH Wealth Management | Hanover, New Hampshire | CFA | Percentage of assets |
| [Logan Pettus](https://find.wellspent.co/advisors/logan-pettus.md) | Sweeney Financial Advisors | Bedford, New Hampshire |   | Percentage of assets |
| [Travis Broadhurst](https://find.wellspent.co/advisors/travis-broadhurst.md) | Sweeney Financial Advisors | Bedford, New Hampshire |   | Percentage of assets |
| [Silvia Manent](https://find.wellspent.co/advisors/silvia-manent.md) | Manent Capital | Orford, New Hampshire | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Andrew Holte](https://find.wellspent.co/advisors/andrew-holte.md) | Wise Planning | Keene, New Hampshire |   | Ongoing planning fee |
| [Jason Haviland](https://find.wellspent.co/advisors/jason-haviland.md) | Cottage Street Advisors | Nashua, New Hampshire | CFA | Percentage of assets, Hourly, Fixed fees |
| [Nicholas Drew](https://find.wellspent.co/advisors/nicholas-drew.md) | Drew Wealth Management | Portsmouth, New Hampshire |   | Percentage of assets |
| [Paul Barry](https://find.wellspent.co/advisors/paul-barry.md) | Middle Street Capital | Portsmouth, New Hampshire |   | Percentage of assets |
| [Brian Beaulieu](https://find.wellspent.co/advisors/brian-beaulieu.md) | Bellwether Wealth | Manchester, New Hampshire |   | Percentage of assets, Hourly, Fixed fees |
| [Mark Cross-Powers](https://find.wellspent.co/advisors/mark-cross-powers.md) | Little House Capital | Bedford, New Hampshire |   | 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 |
| [Alexa Darbe](https://find.wellspent.co/advisors/alexa-darbe.md) | Northstar Financial Planning | Windham, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Bradley Clark](https://find.wellspent.co/advisors/bradley-clark-6499944.md) | Clark Asset Management | Stratham, New Hampshire | CFP | Fixed fees |
| [Cameron Murphy](https://find.wellspent.co/advisors/cameron-murphy.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christine Keller](https://find.wellspent.co/advisors/christine-keller.md) | Apex Wealth Management | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Christopher Barnes](https://find.wellspent.co/advisors/christopher-barnes.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Christopher Macbean](https://find.wellspent.co/advisors/christopher-macbean.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Danielle Harmon](https://find.wellspent.co/advisors/danielle-harmon.md) | Clark Asset Management | Stratham, New Hampshire | CFP | Fixed fees |
| [Erin McClain](https://find.wellspent.co/advisors/erin-mcclain.md) | Clark Asset Management | Stratham, New Hampshire | CFP | Fixed fees |
| [Gregory Baker](https://find.wellspent.co/advisors/gregory-baker.md) | Clark Asset Management | Stratham, New Hampshire | CFP | Fixed fees |
| [Joshua Massa](https://find.wellspent.co/advisors/joshua-massa.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Julie Fortin](https://find.wellspent.co/advisors/julie-fortin.md) | Northstar Financial Planning | Windham, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Kary Meschke](https://find.wellspent.co/advisors/kary-meschke.md) | Clark Asset Management | Stratham, New Hampshire | CFP | Fixed fees |
| [Michael Doyle](https://find.wellspent.co/advisors/michael-doyle.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Natalie Marin](https://find.wellspent.co/advisors/natalie-marin.md) | Northstar Financial Planning | Windham, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Peter Lee](https://find.wellspent.co/advisors/peter-lee.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Robert Wofchuck](https://find.wellspent.co/advisors/robert-wofchuck.md) | Ledgewood Wealth Advisors | Exeter, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Robin Young](https://find.wellspent.co/advisors/robin-young.md) | Northstar Financial Planning | Windham, New Hampshire | CFP | Percentage of assets, Fixed fees |
| [Ryan Callaghan](https://find.wellspent.co/advisors/ryan-callaghan.md) | The Harbor Group | Bedford, New Hampshire | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Silvia Manent Silvar](https://find.wellspent.co/advisors/silvia-manent-silvar.md) | Manent Capital | Orford, New Hampshire | CFP, CFA | Percentage of assets, Hourly, Fixed fees |
| [Timothy Riley](https://find.wellspent.co/advisors/timothy-riley.md) | The Harbor Group | Bedford, New Hampshire | CFP, ChFC | Percentage of assets, Hourly, Fixed fees |
| [Zachary Zwick](https://find.wellspent.co/advisors/zachary-zwick.md) | Three Bearings Fiduciary Advisors | Hampton, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees |
| [Anthony Abbate](https://find.wellspent.co/advisors/anthony-abbate.md) | Granite Value Capital | Hanover, New Hampshire | CFA | Percentage of assets |
| [James Mullins](https://find.wellspent.co/advisors/james-mullins.md) | Carlson Investments | Concord, New Hampshire | CFA | Percentage of assets |
| [Alan Rattee](https://find.wellspent.co/advisors/alan-rattee.md) | Carlson Investments | Concord, New Hampshire |   | Percentage of assets |
| [Daniel Bednarczyk](https://find.wellspent.co/advisors/daniel-bednarczyk.md) | Carlson Investments | Concord, New Hampshire |   | Percentage of assets |
| [David Sinclair](https://find.wellspent.co/advisors/david-sinclair.md) | Mile High Investments | Portsmouth, New Hampshire |   | Percentage of assets, Hourly, Fixed fees |
| [Derek Deangelis](https://find.wellspent.co/advisors/derek-deangelis.md) | Apex Wealth Management | Bedford, New Hampshire |   | Percentage of assets, Fixed fees |
| [Joseph Drinon](https://find.wellspent.co/advisors/joseph-drinon.md) | Carlson Investments | Concord, New Hampshire |   | Percentage of assets |
| [Joshua Weiss](https://find.wellspent.co/advisors/joshua-weiss.md) | Compass Planning Associates | Dover, New Hampshire |   | Hourly, Fixed fees |
| [Kate Graham](https://find.wellspent.co/advisors/kate-graham.md) | Carlson Investments | Concord, New Hampshire |   | Percentage of assets |

Showing the first 50 of 56. The full list, page by page: https://find.wellspent.co/by/financial-advisors-500k-to-1-million/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).
