Firm
Modern Financial Wellness
Portsmouth, New Hampshire
Fee-only
Facts
| Based in | Portsmouth, New Hampshire |
|---|---|
| Website | modernfinancialwellness.com |
| [email protected] | |
| Phone | (603) 610-8250 |
Modern Financial Wellness 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.
| Ongoing planning | From $4,200 a year |
|---|---|
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our planning engagements start at $4,200 per year" source
"We operate on a transparent, flat-fee model and always act as a fiduciary." source
"Our planning engagements start at $4,200 per year" 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 | $33 million |
| Individual clients | 86 |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 334087 |