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Wellspent public graph/Locations/United States/New Hampshire
United States

Fee-only advisors in New Hampshire

Fee-only advisors in Bedford, Portsmouth and Hanover, plus 36 other cities.

What fee-only financial advisors charge in New Hampshire

By the numbers

The Wellspent public graph lists 191 fee-only financial advisors serving New Hampshire at 99 firms, most in Portsmouth, Bedford and Hanover. 51% hold the CFP certification. Of the 191 with fees on file, 88% charge percentage of assets.

Advisors listed
191
Firms
99
Cities
40
Hold the CFP
51%
  • Other credentials: CFA 10% · CPA 1% · EA 1%
  • How they charge (of 191 with fees on file): percentage of assets 88% · fixed fees 58% · hourly 48% · ongoing planning fee 7%

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 New Hampshire (191)

Fee-only advisors serving New Hampshire: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matt Sheers Flat-fee, advice-only planning for mid-career individuals and couples working through career changes, growing families or business ownership. Sheer Empowerment Financial Plymouth CFP, CFA Subscription, One-time planning fee
Peter Ankeny Wolf Pine Capital Portsmouth CFP Percentage of assets, Flat fee or retainer
Rachel DeCarolis Northstar Financial Planning Windham CDFA, CeFT, CFP, MBA Percentage of assets, Ongoing planning fee
Evan Marquis Milestone Financial Planning, LLC Bedford CFP, EA, RICP, MSFP Percentage of assets, Ongoing planning fee
Rachel Lawrence Reverie Wealth Rochester CFP, MSFP Ongoing planning fee, One-time planning fee
Brett Croft Croft Financial Planning Newbury CFA, CFP, CTFA Hourly, One-time planning fee
Jared Hoole Lakeside Financial Planning, LLC Windham CFP, MST Percentage of assets, Ongoing planning fee
Robert Bartley Bartley Financial Advisors Bedford CFP, CPA Percentage of assets, Ongoing planning fee
Kristen Vernace Pathways Financial Planning Portsmouth CFP, CDFA Hourly, Flat fee or retainer
David Mayes Three Bearings Fiduciary Advisors, Inc. Hampton CFP, CRPC, CRPS, EA Percentage of assets, Hourly
Sarah Anderson The Foundry Financial Group, Inc. Laconia CFP, ChFC, CLU Percentage of assets, Ongoing planning fee
Inna Rivilis Sunflower Financial Planning, LLC Windham CFP, MSFP One-time planning fee, Ongoing planning fee
Kelly Luethje Willow Planning Group Holderness CFP, MBA Ongoing planning fee, One-time planning fee
Sally Boyle SJ Boyle Wealth Planning HANOVER CDFA, CFP, ChFC Percentage of assets, Fixed fees
Anna Witten Aurelius Family Office Bedford CFP Percentage of assets, Fixed fees
Robert Maloney Squam Lakes Financial Advisors, LLC Holderness AEP, MSFS Ongoing planning fee, Hourly
Robin Brigham Hager Investment Management Services New London CFP Percentage of assets
Carl Johnson Grove Street Fiduciary, LLC Peterborough AIF, CFP, MBA Hourly
Melinda Davis Davis Wealth Advisors Bedford BS, CFP, CRPC, MS Percentage of assets, Hourly
Christopher June Sweeney Financial Advisors Bedford CFP Percentage of assets
David Snyder Sweeney Financial Advisors Bedford CFP Percentage of assets
Gregory Farland Alliance Private Wealth Alton Bay CFP Percentage of assets, Hourly
Gregory Norris Apex Investment Group Georges Mills CFP Percentage of assets
Jeffrey Williams Fairscale Capital Nashua CFP Percentage of assets, Hourly
Madalyn Dow Mascoma Wealth Management Hanover CFP Percentage of assets
Matthew Dattilio Mascoma Wealth Management Hanover CFP Percentage of assets
Samuel Graham Sweeney Financial Advisors Bedford CFP Percentage of assets
Zuzana Brochu Mascoma Wealth Management Hanover CFP Percentage of assets
Alison Pyott Veris Wealth Partners Portsmouth CFP Percentage of assets, Hourly
Elaine Morgillo Flying Point Financial Portsmouth CFP Percentage of assets, Hourly
Elizabeth Catlin Bluestone Wealth Management Keene CFP Percentage of assets
Andrew Hager Hager Investment Management Services New London Not listed Percentage of assets
Glenn Sweeney Sweeney Financial Advisors Manchester CFA Percentage of assets
Jacob Alden Aurelius Family Office Bedford Not listed Percentage of assets, Fixed fees
James Grace Modern Financial Wellness Portsmouth CFP Flat fee or retainer, Ongoing planning fee
Mark Witaschek Aurelius Family Office Bedford Not listed Percentage of assets, Fixed fees
Michael Bechtold Hager Investment Management Services New London Not listed Percentage of assets
Paul Pignone Beck Bode Salem CFP, ChFC Percentage of assets, Fixed fees
Peter Hager Hager Investment Management Services New London Not listed Percentage of assets
Susan Winchester Mascoma Wealth Management Hanover ChFC Percentage of assets
Alexander Thompson Fairscale Capital Nashua Not listed Percentage of assets, Hourly
Amanda Spencer Mascoma Wealth Management Hanover Not listed Percentage of assets
Cole Harris JMH Wealth Management Hanover CFA Percentage of assets
Dyllin Moulton Fairscale Capital Nashua Not listed Percentage of assets, Hourly
Jeffrey Harris JMH Wealth Management Hanover CFA Percentage of assets
Jeffrey Nowell Mascoma Wealth Management Hanover Not listed Percentage of assets
Karen McCloskey CMH Wealth Management Portsmouth CFP Percentage of assets
Laura Schenkel VaMa Oak Wealth Atkinson CFP Percentage of assets, Fixed fees
Logan Pettus Sweeney Financial Advisors Bedford Not listed Percentage of assets
Michael Hemingway Mascoma Wealth Management Hanover Not listed Percentage of assets

Firms headquartered in New Hampshire (74)

All 74 firms in New Hampshire