Firm
Grove Street Fiduciary, LLC
Peterborough, New Hampshire
Fee-only
Grove Street Fiduciary, LLC at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 292 individual clients, 184 of them high net worth.
- Its average account is about $388,000 (assets it manages divided by its 1,066 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Peterborough, New Hampshire |
|---|---|
| Website | grovestreetfiduciary.com |
| [email protected] | |
| Phone | (800) 258-9939 |
Grove Street Fiduciary, LLC fees
Grove Street Fiduciary, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $413 million |
| Individual clients | 108 |
| High-net-worth clients | 184 |
| Accounts managed | 1,066 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-43397) |
| Financial planning | Offered |
| Form ADV filed | March 4, 2026 |
| SEC record | CRD 107703 |