# Advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Sarah Anderson of The Foundry Financial Group, Inc.. Page: https://find.wellspent.co/by/financial-advisors-under-500k/new-hampshire/ 94 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 under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Sarah Anderson of The Foundry Financial Group, Inc.. ## How many fee-only advisors for under $500,000 in New Hampshire are there? The Wellspent public graph lists 94 fee-only advisors for under $500,000 in New Hampshire, at 52 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in New Hampshire located? Of the 94 fee-only advisors for under $500,000 in New Hampshire, 19 are in Portsmouth, followed by 15 in Bedford and 11 in Hanover. ## How do fee-only advisors for under $500,000 in New Hampshire charge? The most common fee among fee-only advisors for under $500,000 in New Hampshire is a percentage of assets, used by 96% of the 94 with fees on file. Many use more than one: 69% charge fixed fees and 54% charge by the hour. ## How many fee-only advisors for under $500,000 in New Hampshire hold the CFP? 52% of the 94 fee-only advisors for under $500,000 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 under $500,000? 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 under $500,000 in New Hampshire? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | |---|---|---|---|---| | [Evan Marquis](https://find.wellspent.co/advisors/evan-marquis.md) | Milestone Financial Planning, LLC | Bedford, New Hampshire | CFP, EA, RICP, MSFP, MST, MS, CPA | Percentage of assets, Ongoing planning fee | | [Jared Hoole](https://find.wellspent.co/advisors/jared-hoole.md) | Lakeside Financial Planning, LLC | Windham, New Hampshire | CFP, MST | Percentage of assets, Ongoing planning fee, One-time planning fee | | [Robert Bartley](https://find.wellspent.co/advisors/robert-bartley.md) | Bartley Financial Advisors | Bedford, New Hampshire | CFP, CPA | Percentage of assets, Ongoing planning fee | | [Sarah Anderson](https://find.wellspent.co/advisors/sarah-anderson.md) | The Foundry Financial Group, Inc. | Laconia, New Hampshire | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee | | [Sally Boyle](https://find.wellspent.co/advisors/sally-boyle.md) | SJ Boyle Wealth Planning | HANOVER, New Hampshire | CDFA, CFP, ChFC | Percentage of assets, Fixed fees | | [Carl Johnson](https://find.wellspent.co/advisors/carl-johnson.md) | Grove Street Fiduciary, LLC | Peterborough, New Hampshire | AIF, CFP, MBA | Hourly | | [Melinda Davis](https://find.wellspent.co/advisors/melinda-davis.md) | Davis Wealth Advisors | Bedford, New Hampshire | BS, CFP, CRPC, MS | Percentage of assets, Hourly, Fixed fees | | [Gregory Norris](https://find.wellspent.co/advisors/gregory-norris.md) | Apex Investment Group | Georges Mills, New Hampshire | CFP | Percentage of assets | | [Jeffrey Williams](https://find.wellspent.co/advisors/jeffrey-williams-2434533.md) | Fairscale Capital | Nashua, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Madalyn Dow](https://find.wellspent.co/advisors/madalyn-dow.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets | | [Matthew Dattilio](https://find.wellspent.co/advisors/matthew-dattilio.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets | | [Zuzana Brochu](https://find.wellspent.co/advisors/zuzana-brochu.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets | | [Elaine Morgillo](https://find.wellspent.co/advisors/elaine-morgillo.md) | Flying Point Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [James Grace](https://find.wellspent.co/advisors/james-grace.md) | Modern Financial Wellness | Portsmouth, New Hampshire | CFP | Flat fee or retainer, Ongoing planning fee | | [Paul Pignone](https://find.wellspent.co/advisors/paul-pignone.md) | Beck Bode | Salem, New Hampshire | CFP, ChFC | Percentage of assets, Fixed fees | | [Susan Winchester](https://find.wellspent.co/advisors/susan-winchester.md) | Mascoma Wealth Management | Hanover, New Hampshire | ChFC | Percentage of assets | | [Alexander Thompson](https://find.wellspent.co/advisors/alexander-thompson.md) | Fairscale Capital | Nashua, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Amanda Spencer](https://find.wellspent.co/advisors/amanda-spencer.md) | Mascoma Wealth Management | Hanover, New Hampshire | | Percentage of assets | | [Dyllin Moulton](https://find.wellspent.co/advisors/dyllin-moulton.md) | Fairscale Capital | Nashua, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Nowell](https://find.wellspent.co/advisors/jeffrey-nowell.md) | Mascoma Wealth Management | Hanover, New Hampshire | | Percentage of assets | | [Laura Schenkel](https://find.wellspent.co/advisors/laura-schenkel.md) | VaMa Oak Wealth | Atkinson, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Michael Hemingway](https://find.wellspent.co/advisors/michael-hemingway.md) | Mascoma Wealth Management | Hanover, New Hampshire | | Percentage of assets | | [Paula Parrish](https://find.wellspent.co/advisors/paula-parrish.md) | Blueline Advisors | Exeter, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Andre Laplante](https://find.wellspent.co/advisors/andre-laplante.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Anthony Olson](https://find.wellspent.co/advisors/anthony-olson.md) | Olson Economics | Keene, New Hampshire | PFS | Percentage of assets, Hourly, Flat fee or retainer, One-time planning fee | | [Edward Parolisi](https://find.wellspent.co/advisors/edward-parolisi.md) | Ironwood Wealth Management | Rye, New Hampshire | | Percentage of assets, Fixed fees | | [Hilton Kelly](https://find.wellspent.co/advisors/hilton-kelly.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Kathryn Chase](https://find.wellspent.co/advisors/kathryn-chase.md) | Mardin Capital Group | Rye, New Hampshire | CFP | Percentage of assets | | [Russell Robertson](https://find.wellspent.co/advisors/russell-robertson.md) | ATI Wealth Partners | New Castle, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Travis Poodiack](https://find.wellspent.co/advisors/travis-poodiack.md) | Birch Financial Group | Keene, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Frank Sabin](https://find.wellspent.co/advisors/frank-sabin.md) | Blueline Advisors | Exeter, New Hampshire | CFA | Percentage of assets, Fixed fees | | [Karen O'Donoghue](https://find.wellspent.co/advisors/karen-o-donoghue.md) | Beck Bode | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Mark Hideriotis](https://find.wellspent.co/advisors/mark-hideriotis.md) | Financial Management Associates | Windham, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Douglas Tengdin](https://find.wellspent.co/advisors/douglas-tengdin.md) | World Market Advisors | Hanover, New Hampshire | CFA | Hourly | | [Jason Canzano](https://find.wellspent.co/advisors/jason-canzano.md) | Breakwater Asset Management | Hampton, New Hampshire | | Percentage of assets | | [Jenny Rivard](https://find.wellspent.co/advisors/jenny-rivard.md) | American Wealth Protection | Manchester, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Justin Moyer](https://find.wellspent.co/advisors/justin-moyer.md) | KWM Financial | Porstmouth, New Hampshire | | Percentage of assets, Hourly | | [Leonard Turcotte](https://find.wellspent.co/advisors/leonard-turcotte.md) | Blueline Advisors | Exeter, New Hampshire | | Percentage of assets, Fixed fees | | [Michael Conlon](https://find.wellspent.co/advisors/michael-conlon.md) | American Wealth Protection | Manchester, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Anthony Zanetti](https://find.wellspent.co/advisors/anthony-zanetti.md) | Mardin Capital Group | Rye, New Hampshire | | Percentage of assets | | [Christopher Rockwell](https://find.wellspent.co/advisors/christopher-rockwell.md) | RSI Advisors | Dover, New Hampshire | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Daniel Megill](https://find.wellspent.co/advisors/daniel-megill.md) | World Market Advisors | Hanover, New Hampshire | | Hourly | | [Robert Kintz](https://find.wellspent.co/advisors/robert-kintz.md) | Mardin Capital Group | Rye, New Hampshire | | Percentage of assets | | [Alex Nikulin](https://find.wellspent.co/advisors/alex-nikulin.md) | Uptick Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Barry Betters](https://find.wellspent.co/advisors/barry-betters.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Cameron Barker](https://find.wellspent.co/advisors/cameron-barker.md) | Milestone Financial Planning | Stratham, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Christina Traurig](https://find.wellspent.co/advisors/christina-traurig.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Cohen](https://find.wellspent.co/advisors/daniel-cohen-2414071.md) | Cohen Investment Advisors | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Daniel Koppel](https://find.wellspent.co/advisors/daniel-koppel.md) | Milestone Financial Planning | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Daniel Rivet](https://find.wellspent.co/advisors/daniel-rivet.md) | The Foundry Financial Group | Laconia, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 94. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/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).