Firm
Triumph Wealth Management
Laconia, New Hampshire
Fee-only
Triumph Wealth Management at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 20 individual clients.
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Laconia, New Hampshire |
|---|---|
| Phone | (603) 724-5177 |
Triumph Wealth Management fees
Triumph Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 20 |
| Employees | 2 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 2, 2025 |
| SEC record | CRD 155537 |