Firm
Sunflower Financial Planning, LLC
Windham, New Hampshire
Fee-only
Sunflower Financial Planning, LLC 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, 10 of them high net worth.
- Its average account is about $519,000 (assets it manages divided by its 18 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Windham, New Hampshire |
|---|---|
| Website | planwithsunflower.com |
| [email protected] | |
| Phone | (603) 722-0703 |
Sunflower Financial Planning, LLC fees
Sunflower Financial Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. 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 | $9 million |
| Individual clients | 10 |
| High-net-worth clients | 10 |
| Accounts managed | 18 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 329654 |