Wadsworth & Daulaire Financial Planners

Wadsworth & Daulaire Financial Planners at a glance

• One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 3 employees and 500 individual clients, 130 of them high net worth.

Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire

Facts

Wadsworth & Daulaire Financial Planners fees

Wadsworth & Daulaire Financial Planners doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. 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

Advisors at this firm (3)

• Eric Wadsworth

  CFP

• Leif Daulaire

  CFP

• Stephanie Yaroshevich