Firm
Bluestone Wealth Management
Keene, New Hampshire
Fee-only
Bluestone Wealth Management 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 2 employees and 37 individual clients, 30 of them high net worth.
- Its average account is about $2.3 million (assets it manages divided by its 118 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Keene, New Hampshire |
|---|---|
| Website | bluestonenh.com |
| [email protected] | |
| Phone | (603) 499-4737 |
Bluestone Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $3,000,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"range up to 1% of the total market value of each managed account" source
"The standard minimum account size is $3 million." source
"Bluestone's fees are based on the amount under management in each client relationship and range up to 1% of the total market value of each managed account." 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 · Fixed fees |
|---|---|
| Assets managed | $273 million |
| Individual clients | 7 |
| High-net-worth clients | 30 |
| Accounts managed | 118 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-68611) |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 137959 |