Advisors for $500,000 to $1 million in New Hampshire
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- David Mayes Three Bearings Fiduciary Advisors, Inc., Hampton Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Silvia Manent Silvar Manent Capital, Orford Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Ryan Callaghan The Harbor Group, Bedford Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Samuel Graham Sweeney Financial Advisors, Bedford Holds the CFP. Fees on file: percentage of assets.
- Jeffrey Harris JMH Wealth Management, Hanover Holds the CFA. Fees on file: percentage of assets.
- Inna Rivilis Sunflower Financial Planning, LLC, Windham Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
By the numbers
- Advisors listed
- 56
- Firms
- 24
- Cities
- 15
- Hold the CFP
- 54%
- Other credentials: CFA 16% · EA 2% · ChFC 2%
- How they charge (of 56 with fees on file): percentage of assets 86% · fixed fees 57% · hourly 38% · ongoing planning fee 5%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Tennessee (179)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
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.
All 56 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rachel DeCarolis | Northstar Financial Planning | Windham | CDFA, CeFT, CFP, MBA | Percentage of assets, Ongoing planning fee |
| David Mayes | Three Bearings Fiduciary Advisors, Inc. | Hampton | CFP, CRPC, CRPS, EA | Percentage of assets, Hourly |
| Inna Rivilis | Sunflower Financial Planning, LLC | Windham | CFP, MSFP | One-time planning fee, Ongoing planning fee |
| 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 |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | Percentage of assets |
| Cole Harris | JMH Wealth Management | Hanover | CFA | Percentage of assets |
| Jeffrey Harris | JMH Wealth Management | Hanover | CFA | Percentage of assets |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Silvia Manent | Manent Capital | Orford | CFP, CFA | Percentage of assets, Hourly |
| Andrew Holte | Wise Planning | Keene | Not listed | Ongoing planning fee |
| Jason Haviland | Cottage Street Advisors | Nashua | CFA | Percentage of assets, Hourly |
| Nicholas Drew | Drew Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Paul Barry | Middle Street Capital | Portsmouth | Not listed | Percentage of assets |
| Brian Beaulieu | Bellwether Wealth | Manchester | Not listed | Percentage of assets, Hourly |
| Mark Cross-Powers | Little House Capital | Bedford | Not listed | Percentage of assets, Hourly |
| Adam Bergeron | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Alexa Darbe | Northstar Financial Planning | Windham | CFP | Percentage of assets, Fixed fees |
| Bradley Clark | Clark Asset Management | Stratham | CFP | Fixed fees |
| Cameron Murphy | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Christine Keller | Apex Wealth Management | Bedford | CFP | Percentage of assets, Fixed fees |
| Christopher Barnes | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Christopher Macbean | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Danielle Harmon | Clark Asset Management | Stratham | CFP | Fixed fees |
| Erin McClain | Clark Asset Management | Stratham | CFP | Fixed fees |
| Gregory Baker | Clark Asset Management | Stratham | CFP | Fixed fees |
| Joshua Massa | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Julie Fortin | Northstar Financial Planning | Windham | CFP | Percentage of assets, Fixed fees |
| Kary Meschke | Clark Asset Management | Stratham | CFP | Fixed fees |
| Michael Doyle | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Natalie Marin | Northstar Financial Planning | Windham | CFP | Percentage of assets, Fixed fees |
| Peter Lee | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Robert Wofchuck | Ledgewood Wealth Advisors | Exeter | CFP | Percentage of assets, Hourly |
| Robin Young | Northstar Financial Planning | Windham | CFP | Percentage of assets, Fixed fees |
| Ryan Callaghan | The Harbor Group | Bedford | CFP, CFA | Percentage of assets, Hourly |
| Silvia Manent Silvar | Manent Capital | Orford | CFP, CFA | Percentage of assets, Hourly |
| Timothy Riley | The Harbor Group | Bedford | CFP, ChFC | Percentage of assets, Hourly |
| Zachary Zwick | Three Bearings Fiduciary Advisors | Hampton | CFP | Percentage of assets, Hourly |
| Anthony Abbate | Granite Value Capital | Hanover | CFA | Percentage of assets |
| James Mullins | Carlson Investments | Concord | CFA | Percentage of assets |
| Alan Rattee | Carlson Investments | Concord | Not listed | Percentage of assets |
| Daniel Bednarczyk | Carlson Investments | Concord | Not listed | Percentage of assets |
| David Sinclair | Mile High Investments | Portsmouth | Not listed | Percentage of assets, Hourly |
| Derek Deangelis | Apex Wealth Management | Bedford | Not listed | Percentage of assets, Fixed fees |
| Joseph Drinon | Carlson Investments | Concord | Not listed | Percentage of assets |
| Joshua Weiss | Compass Planning Associates | Dover | Not listed | Hourly, Fixed fees |
| Kate Graham | Carlson Investments | Concord | Not listed | Percentage of assets |
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