Firm
Bartley Financial Advisors
Bedford, New Hampshire
Fee-only
Bartley Financial Advisors at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 5 employees and 98 individual clients, 46 of them high net worth.
- Its average account is about $305,000 (assets it manages divided by its 497 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Bedford, New Hampshire |
|---|---|
| Website | bartleyfinancial.com |
| [email protected] | |
| Phone | (603) 625-9900 |
Bartley Financial Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"First $1,000,000 1.00% per year" source
"we are simply paid by either retainer or a percentage of investments that we manage" source
"We offer both flat retainer fees and Percentage of Assets Under Management (PAUM) fees." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $152 million |
| Individual clients | 52 |
| High-net-worth clients | 46 |
| Accounts managed | 497 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-121433) |
| Financial planning | Offered |
| Form ADV filed | October 14, 2026 |
| SEC record | CRD 124293 |