Canada
Fee-only advisors in Nova Scotia
Fee-only advisors in Halifax and Upper Tantallon.
By the numbers
The Wellspent public graph lists 6 fee-only financial advisors serving Nova Scotia at 6 firms. 50% hold the CFP certification.
- Advisors listed
- 6
- Firms
- 6
- Cities
- 2
- Hold the CFP
- 50%
- Other credentials: CPA 33%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors serving Nova Scotia (6)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| David Martin | Eltero Financial Partners Inc. | Halifax | FCSI, CIM, CFP (ret'd) | Flat fee or retainer, One-time planning fee |
| Morris MacLeod | Strategos Group | Halifax | MBA | Flat fee or retainer, Ongoing planning fee |
| Ben Mayhew | Aergo Financial Planning | Halifax | CFP | Hourly |
| Bob Joyce | Fair Winds Financial Coach | Upper Tantallon | CFP, CPA | Hourly, Ongoing planning fee |
| Ben Mayhew | MD Management Ltd | Halifax | CFP | Not listed |
| Kelsey Redding | Balance and Flows Financial Wellness | Halifax | CPA, CA | Not listed |