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Wellspent public graph/Firms/Hanai Financial
Firm

Hanai Financial

Portsmouth, New Hampshire

Fee-only

Hanai Financial at a glance

  • One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee.

Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire

Facts

Based inPortsmouth, New Hampshire
Email[email protected]
Phone(603) 686-9554

Hanai Financial fees

Hanai Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 byPercentage of assets · Hourly · Fixed fees
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedJanuary 28, 2026
SEC recordCRD 328289

Advisors at this firm (1)