# Flat-fee financial advisors in New Hampshire > In New Hampshire, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Matt Sheers of Sheer Empowerment Financial. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/new-hampshire/ 149 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 who charge flat or fixed fees in New Hampshire? In New Hampshire, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Matt Sheers of Sheer Empowerment Financial. ## How many fee-only advisors who charge flat or fixed fees in New Hampshire are there? The Wellspent public graph lists 149 fee-only advisors who charge flat or fixed fees in New Hampshire, at 78 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who charge flat or fixed fees in New Hampshire located? Of the 149 fee-only advisors who charge flat or fixed fees in New Hampshire, 34 are in Bedford, followed by 31 in Portsmouth and 8 in Windham. ## How do fee-only advisors who charge flat or fixed fees in New Hampshire charge? The most common fee among fee-only advisors who charge flat or fixed fees in New Hampshire is a percentage of assets, used by 87% of the 149 with fees on file. Many use more than one: 74% charge fixed fees and 55% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in New Hampshire hold the CFP? 58% of the 149 fee-only advisors who charge flat or fixed fees 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 who charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in New Hampshire? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | |---|---|---|---|---| | [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers.md) | Sheer Empowerment Financial | Plymouth, New Hampshire | CFP, CFA | Subscription, One-time planning fee, Hourly | | [Peter Ankeny](https://find.wellspent.co/advisors/peter-ankeny.md) | Wolf Pine Capital | Portsmouth, New Hampshire | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [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 | | [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 | | [Rachel Lawrence](https://find.wellspent.co/advisors/rachel-lawrence.md) | Reverie Wealth | Rochester, New Hampshire | CFP, MSFP | Ongoing planning fee, One-time planning fee, Hourly | | [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 | | [Kristen Vernace](https://find.wellspent.co/advisors/kristen-vernace.md) | Pathways Financial Planning | Portsmouth, New Hampshire | CFP, CDFA | Hourly, Flat fee or retainer, 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 | | [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 | | [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 | | [Kelly Luethje](https://find.wellspent.co/advisors/kelly-luethje.md) | Willow Planning Group | Holderness, New Hampshire | CFP, MBA | Ongoing planning fee, One-time 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 | | [Anna Witten](https://find.wellspent.co/advisors/anna-witten.md) | Aurelius Family Office | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Robert Maloney](https://find.wellspent.co/advisors/robert-maloney.md) | Squam Lakes Financial Advisors, LLC | Holderness, New Hampshire | AEP, MSFS | Ongoing planning fee, Hourly, One-time planning fee | | [Robin Brigham](https://find.wellspent.co/advisors/robin-brigham.md) | Hager Investment Management Services | New London, New Hampshire | CFP | Percentage of assets | | [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 | | [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 | | [Jeffrey Williams](https://find.wellspent.co/advisors/jeffrey-williams-2434533.md) | Fairscale Capital | Nashua, 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 | | [Alison Pyott](https://find.wellspent.co/advisors/alison-pyott.md) | Veris Wealth Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Elaine Morgillo](https://find.wellspent.co/advisors/elaine-morgillo.md) | Flying Point Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Catlin](https://find.wellspent.co/advisors/elizabeth-catlin.md) | Bluestone Wealth Management | Keene, New Hampshire | CFP | Percentage of assets | | [Andrew Hager](https://find.wellspent.co/advisors/andrew-hager.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Glenn Sweeney](https://find.wellspent.co/advisors/glenn-sweeney.md) | Sweeney Financial Advisors | Manchester, New Hampshire | CFA | Percentage of assets | | [Jacob Alden](https://find.wellspent.co/advisors/jacob-alden.md) | Aurelius Family Office | Bedford, New Hampshire | | Percentage of assets, 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 | | [Mark Witaschek](https://find.wellspent.co/advisors/mark-witaschek.md) | Aurelius Family Office | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Michael Bechtold](https://find.wellspent.co/advisors/michael-bechtold.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Paul Pignone](https://find.wellspent.co/advisors/paul-pignone.md) | Beck Bode | Salem, New Hampshire | CFP, ChFC | Percentage of assets, Fixed fees | | [Peter Hager](https://find.wellspent.co/advisors/peter-hager.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Alexander Thompson](https://find.wellspent.co/advisors/alexander-thompson.md) | Fairscale Capital | Nashua, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Dyllin Moulton](https://find.wellspent.co/advisors/dyllin-moulton.md) | Fairscale Capital | Nashua, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Karen McCloskey](https://find.wellspent.co/advisors/karen-mccloskey.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | 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 | | [Logan Pettus](https://find.wellspent.co/advisors/logan-pettus.md) | Sweeney Financial Advisors | Bedford, New Hampshire | | Percentage of assets | | [Michael Leclerc](https://find.wellspent.co/advisors/michael-leclerc.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Paula Parrish](https://find.wellspent.co/advisors/paula-parrish.md) | Blueline Advisors | Exeter, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Steven Nassoura](https://find.wellspent.co/advisors/steven-nassoura.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Travis Broadhurst](https://find.wellspent.co/advisors/travis-broadhurst.md) | Sweeney Financial Advisors | Bedford, New Hampshire | | Percentage of assets | | [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 | | [Cherita Church](https://find.wellspent.co/advisors/cherita-church.md) | Financial Advice Center, LLC | Manchester, New Hampshire | CAIA, CFP, MBA, RICP | Hourly, Fixed fees | | [Christine Clinton-Catlin](https://find.wellspent.co/advisors/christine-clinton-catlin.md) | Bluestone Wealth Management | Keene, New Hampshire | | Percentage of assets | | [Daniel Zibinskas](https://find.wellspent.co/advisors/daniel-zibinskas.md) | Harbor Advisory | Portsmouth, New Hampshire | CFA | Percentage of assets, Hourly, Fixed fees | | [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 | Showing the first 50 of 149. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/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).