Firm
JMH Wealth Management
Hanover, New Hampshire
Fee-only
JMH Wealth Management 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 CFA.
- Its Form ADV reports 3 employees and 79 individual clients, 32 of them high net worth.
- Its average account is about $611,000 (assets it manages divided by its 203 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Hanover, New Hampshire |
|---|---|
| Website | jmhwealth.com |
| [email protected] | |
| Phone | (603) 643-8899 |
JMH 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | $750,000 |
| How it charges | Percentage of assets |
In the firm's words
"First $1 Million ………………………………. 1.00%" source
"JMHW’s minimum account size is generally $750,000, but this amount is negotiable." 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 |
|---|---|
| Assets managed | $124 million |
| Individual clients | 47 |
| High-net-worth clients | 32 |
| Accounts managed | 203 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132071) |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 139294 |