Firm
Sweeney Financial Advisors
Bedford, New Hampshire
Fee-only
Facts
| Based in | Bedford, New Hampshire |
|---|---|
| Website | sfmllc.net |
| Phone | (603) 625-8400 |
Sweeney Financial Advisors 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 | 1.375% a year on the first tier of assets |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets |
In the firm's words
"$50,000 – $500,000 1.375%" source
"Over $50 million 0.55%" source
"$50,000 – $500,000 1.375%" source
"Our current cumulative minimum account requirement is $500,000." 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 | $403 million |
| Individual clients | 147 |
| Financial planning | Offered |
| Form ADV filed | August 3, 2026 |
| SEC record | CRD 116564 |