Firm
Reverie Wealth
Rochester, New Hampshire
Fee-only
Reverie Wealth 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 and 20 individual clients.
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Rochester, New Hampshire |
|---|---|
| Website | reveriewealth.com |
| Phone | (684) 102-2017 |
Reverie Wealth fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| One-time plan | From $350 |
| Hourly | $350 an hour |
| How it charges | Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Minimum fee: $1,500 upfront (covers the first 3 months of work) + $1,200/year or $100/month" source
"Minimum fees start at $350 and are based on an estimate of project hours at a rate of $350 per hour." source
"Minimum fees start at $350 and are based on an estimate of project hours at a rate of $350 per hour." source
"Minimum fee: $1,500 upfront (covers the first 3 months of work) + $1,200/year or $100/month" 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 |
|---|---|
| Individual clients | 20 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 323304 |