Flat-fee financial advisors in New Hampshire
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.
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.
- Matt Sheers Sheer Empowerment Financial, Plymouth Holds the CFP and CFA. Fees on file: subscription, one-time planning fee.
- Silvia Manent Manent Capital, Orford Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- David Mayes Three Bearings Fiduciary Advisors, Inc., Hampton Holds the CFP and EA. 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.
By the numbers
- Advisors listed
- 149
- Firms
- 78
- Cities
- 35
- Hold the CFP
- 58%
- Other credentials: CFA 9% · CPA 1% · EA 1%
- How they charge (of 149 with fees on file): percentage of assets 87% · fixed fees 74% · hourly 55% · ongoing planning fee 9%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Maine (104)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 149 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matt Sheers Flat-fee, advice-only planning for mid-career individuals and couples working through career changes, growing families or business ownership. | Sheer Empowerment Financial | Plymouth | CFP, CFA | Subscription, One-time planning fee |
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| Rachel DeCarolis | Northstar Financial Planning | Windham | CDFA, CeFT, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Rachel Lawrence | Reverie Wealth | Rochester | CFP, MSFP | Ongoing planning fee, One-time 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 |
| Kristen Vernace | Pathways Financial Planning | Portsmouth | CFP, CDFA | Hourly, Flat fee or retainer |
| David Mayes | Three Bearings Fiduciary Advisors, Inc. | Hampton | CFP, CRPC, CRPS, EA | Percentage of assets, Hourly |
| Sarah Anderson | The Foundry Financial Group, Inc. | Laconia | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Inna Rivilis | Sunflower Financial Planning, LLC | Windham | CFP, MSFP | One-time planning fee, Ongoing planning fee |
| Kelly Luethje | Willow Planning Group | Holderness | CFP, MBA | Ongoing planning fee, One-time planning fee |
| Sally Boyle | SJ Boyle Wealth Planning | HANOVER | CDFA, CFP, ChFC | Percentage of assets, Fixed fees |
| Anna Witten | Aurelius Family Office | Bedford | CFP | Percentage of assets, Fixed fees |
| Robert Maloney | Squam Lakes Financial Advisors, LLC | Holderness | AEP, MSFS | Ongoing planning fee, Hourly |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
| 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 |
| 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 |
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Alison Pyott | Veris Wealth Partners | Portsmouth | CFP | Percentage of assets, Hourly |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| Elizabeth Catlin | Bluestone Wealth Management | Keene | CFP | Percentage of assets |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | Percentage of assets |
| Jacob Alden | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| James Grace | Modern Financial Wellness | Portsmouth | CFP | Flat fee or retainer, Ongoing planning fee |
| Mark Witaschek | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Paul Pignone | Beck Bode | Salem | CFP, ChFC | Percentage of assets, Fixed fees |
| Peter Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Dyllin Moulton | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Karen McCloskey | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Laura Schenkel | VaMa Oak Wealth | Atkinson | CFP | Percentage of assets, Fixed fees |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Michael Leclerc | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Paula Parrish | Blueline Advisors | Exeter | CFP | Percentage of assets, Fixed fees |
| Steven Nassoura | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Anthony Olson | Olson Economics | Keene | PFS | Percentage of assets, Hourly |
| Cherita Church | Financial Advice Center, LLC | Manchester | CAIA, CFP, MBA, RICP | Hourly, Fixed fees |
| Christine Clinton-Catlin | Bluestone Wealth Management | Keene | Not listed | Percentage of assets |
| Daniel Zibinskas | Harbor Advisory | Portsmouth | CFA | 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 |
Want a shorter list?
Tell us what you need and we'll narrow this to the few advisors who fit.
Get matched in 2 minutes