W Wellspent Public advisor graph
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
Michael Leclerc CMH Wealth Management Portsmouth CFP Percentage of assets
Paula Parrish Blueline Advisors Exeter CFP Percentage of assets, Fixed fees
Steven Nassoura CMH Wealth Management Portsmouth CFP Percentage of assets
Travis Broadhurst Sweeney Financial Advisors Bedford Not listed Percentage of assets
Andre Laplante Tall Trees Wealth Portsmouth Not listed Percentage of assets, Fixed fees
Anthony Olson Olson Economics Keene PFS Percentage of assets, Hourly
Cherita Church Financial Advice Center, LLC Manchester CAIA, CFP, MBA, RICP Hourly, Fixed fees
Christine Clinton-Catlin Bluestone Wealth Management Keene Not listed Percentage of assets
Daniel Zibinskas Harbor Advisory Portsmouth CFA Percentage of assets, Hourly
Edward Parolisi Ironwood Wealth Management Rye Not listed Percentage of assets, Fixed fees
Eric Wadsworth Wadsworth & Daulaire Financial Planners Hanover CFP Hourly
Hilton Kelly Tall Trees Wealth Portsmouth Not listed Percentage of assets, Fixed fees
Kathryn Chase Mardin Capital Group Rye CFP Percentage of assets
Leah Beattie Veris Wealth Partners Portsmouth Not listed Percentage of assets, Hourly
Leif Daulaire Wadsworth & Daulaire Financial Planners Hanover CFP Hourly
Rhonda Bowden Hanai Financial Portsmouth CFP, CRPC Percentage of assets, Hourly
Russell Robertson ATI Wealth Partners New Castle CFP Percentage of assets, Hourly
Silvia Manent Manent Capital Orford CFP, CFA Percentage of assets, Hourly
Travis Poodiack Birch Financial Group Keene CFP Percentage of assets, Hourly
Brian Carolan CMH Wealth Management Portsmouth CFA Percentage of assets
Frank Sabin Blueline Advisors Exeter CFA Percentage of assets, Fixed fees
John Fredette CMH Wealth Management Rye CFA Percentage of assets
Karen O'Donoghue Beck Bode Portsmouth Not listed Percentage of assets, Fixed fees
Mark Hideriotis Financial Management Associates Windham Not listed Percentage of assets, Hourly
Andrew Holte Wise Planning Keene Not listed Ongoing planning fee
Douglas Tengdin World Market Advisors Hanover CFA Hourly
Jason Canzano Breakwater Asset Management Hampton Not listed Percentage of assets
Jason Haviland Cottage Street Advisors Nashua CFA Percentage of assets, Hourly
John Degan Harbor Advisory Portsmouth Not listed Percentage of assets, Hourly
Nicholas Drew Drew Wealth Management Portsmouth Not listed Percentage of assets
Paul Barry Middle Street Capital Portsmouth Not listed Percentage of assets
Weld Butler Harbor Advisory Portsmouth Not listed Percentage of assets, Hourly
Brian Beaulieu Bellwether Wealth Manchester Not listed Percentage of assets, Hourly
Jennifer Degraffenried Hurst and DeGraffenried Wealth Management Bedford Not listed Percentage of assets
Jenny Rivard American Wealth Protection Manchester Not listed Percentage of assets, Hourly
Justin Moyer KWM Financial Porstmouth Not listed Percentage of assets, Hourly
Kristen Hanley CMH Wealth Management Portsmouth Not listed Percentage of assets
Leonard Turcotte Blueline Advisors Exeter Not listed Percentage of assets, Fixed fees
Mark Cross-Powers Little House Capital Bedford Not listed Percentage of assets, Hourly
Michael Conlon American Wealth Protection Manchester Not listed Percentage of assets, Hourly
Samuel Degraffenried Hurst and DeGraffenried Wealth Management Milford Not listed Percentage of assets
Anthony Zanetti Mardin Capital Group Rye Not listed Percentage of assets
Christopher Rockwell RSI Advisors Dover Not listed Percentage of assets, Hourly
Daniel Megill World Market Advisors Hanover Not listed Hourly
Robert Kintz Mardin Capital Group Rye Not listed Percentage of assets
Stephanie Yaroshevich Wadsworth & Daulaire Financial Planners Hanover Not listed Hourly
Adam Bergeron The Harbor Group Bedford CFP Percentage of assets, Hourly
Alex Nikulin Uptick Partners Portsmouth CFP Percentage of assets, Fixed fees
Alexa Darbe Northstar Financial Planning Windham CFP Percentage of assets, Fixed fees
Andrew Safir Safir Wealth Advisors Greenland CFP Percentage of assets, Hourly

Firms headquartered in New Hampshire (74)

All 74 firms in New Hampshire