Advisors for under $500,000 in New Hampshire
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..
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Evan Marquis Milestone Financial Planning, LLC, Bedford Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Robert Bartley Bartley Financial Advisors, Bedford Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Sarah Anderson The Foundry Financial Group, Inc., Laconia Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- James Grace Modern Financial Wellness, Portsmouth Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Douglas Tengdin World Market Advisors, Hanover Holds the CFA. Fees on file: hourly.
- Carl Johnson Grove Street Fiduciary, LLC, Peterborough Holds the CFP. Fees on file: hourly.
By the numbers
- Advisors listed
- 94
- Firms
- 52
- Cities
- 29
- Hold the CFP
- 52%
- Other credentials: CFA 3% · CPA 2% · EA 1%
- How they charge (of 94 with fees on file): percentage of assets 96% · fixed fees 69% · hourly 54% · 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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 94 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Jared Hoole | Lakeside Financial Planning, LLC | Windham | CFP, MST | Percentage of assets, Ongoing planning fee |
| Robert Bartley | Bartley Financial Advisors | Bedford | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Sarah Anderson | The Foundry Financial Group, Inc. | Laconia | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Sally Boyle | SJ Boyle Wealth Planning | HANOVER | CDFA, CFP, ChFC | Percentage of assets, Fixed fees |
| Carl Johnson | Grove Street Fiduciary, LLC | Peterborough | AIF, CFP, MBA | Hourly |
| Melinda Davis | Davis Wealth Advisors | Bedford | BS, CFP, CRPC, MS | Percentage of assets, Hourly |
| Gregory Norris | Apex Investment Group | Georges Mills | CFP | Percentage of assets |
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Madalyn Dow | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Matthew Dattilio | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Zuzana Brochu | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| James Grace | Modern Financial Wellness | Portsmouth | CFP | Flat fee or retainer, Ongoing planning fee |
| Paul Pignone | Beck Bode | Salem | CFP, ChFC | Percentage of assets, Fixed fees |
| Susan Winchester | Mascoma Wealth Management | Hanover | ChFC | Percentage of assets |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Amanda Spencer | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Dyllin Moulton | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Jeffrey Nowell | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Laura Schenkel | VaMa Oak Wealth | Atkinson | CFP | Percentage of assets, Fixed fees |
| Michael Hemingway | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Paula Parrish | Blueline Advisors | Exeter | CFP | Percentage of assets, Fixed fees |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Anthony Olson | Olson Economics | Keene | PFS | Percentage of assets, Hourly |
| Edward Parolisi | Ironwood Wealth Management | Rye | Not listed | Percentage of assets, Fixed fees |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Kathryn Chase | Mardin Capital Group | Rye | CFP | Percentage of assets |
| Russell Robertson | ATI Wealth Partners | New Castle | CFP | Percentage of assets, Hourly |
| Travis Poodiack | Birch Financial Group | Keene | CFP | Percentage of assets, Hourly |
| Frank Sabin | Blueline Advisors | Exeter | CFA | Percentage of assets, Fixed fees |
| Karen O'Donoghue | Beck Bode | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Mark Hideriotis | Financial Management Associates | Windham | Not listed | Percentage of assets, Hourly |
| Douglas Tengdin | World Market Advisors | Hanover | CFA | Hourly |
| Jason Canzano | Breakwater Asset Management | Hampton | Not listed | Percentage of assets |
| Jenny Rivard | American Wealth Protection | Manchester | Not listed | Percentage of assets, Hourly |
| Justin Moyer | KWM Financial | Porstmouth | Not listed | Percentage of assets, Hourly |
| Leonard Turcotte | Blueline Advisors | Exeter | Not listed | Percentage of assets, Fixed fees |
| Michael Conlon | American Wealth Protection | Manchester | Not listed | Percentage of assets, Hourly |
| Anthony Zanetti | Mardin Capital Group | Rye | Not listed | Percentage of assets |
| Christopher Rockwell | RSI Advisors | Dover | Not listed | Percentage of assets, Hourly |
| Daniel Megill | World Market Advisors | Hanover | Not listed | Hourly |
| Robert Kintz | Mardin Capital Group | Rye | Not listed | Percentage of assets |
| Alex Nikulin | Uptick Partners | Portsmouth | CFP | Percentage of assets, Fixed fees |
| Barry Betters | Cornerstone Financial Planning | Portsmouth | CFP | Percentage of assets, Hourly |
| Cameron Barker | Milestone Financial Planning | Stratham | CFP | Percentage of assets, Fixed fees |
| Christina Traurig | Cornerstone Financial Planning | Portsmouth | CFP | Percentage of assets, Hourly |
| Daniel Cohen | Cohen Investment Advisors | Bedford | CFP | Percentage of assets, Fixed fees |
| Daniel Koppel | Milestone Financial Planning | Bedford | CFP | Percentage of assets, Fixed fees |
| Daniel Rivet | The Foundry Financial Group | Laconia | CFP | Percentage of assets, Hourly |
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