Fee-only advisors in New Hampshire
Fee-only advisors in Bedford, Portsmouth and Hanover, plus 36 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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)
-
American Wealth Protection
Manchester, New Hampshire
-
Apex Wealth Management
Bedford, New Hampshire
-
ATI Wealth Partners
New Castle, New Hampshire
-
Aurelius Family Office
Bedford, New Hampshire
-
Bartley Financial Advisors
Bedford, New Hampshire
-
Birch Financial Group
Keene, New Hampshire
-
Blueline Advisors
Exeter, New Hampshire
-
Bluestone Wealth Management
Keene, New Hampshire
-
Bonacorsi Wealth Management
Amherst, New Hampshire
-
Breakwater Asset Management
Hampton, New Hampshire
-
Carlson Investments
Concord, New Hampshire
-
Clark Asset Management
Stratham, New Hampshire
-
CMH Wealth Management
Portsmouth, New Hampshire
-
Cobb Financial
Lee, New Hampshire
-
Cohen Investment Advisors
Bedford, New Hampshire
-
Cornerstone Financial Planning
Portsmouth, New Hampshire
-
Cygnet Investment
Walpole, New Hampshire
-
Davis Wealth Advisors
Bedford, New Hampshire
-
Drew Wealth Management
Portsmouth, New Hampshire
-
Essential Planning
Portsmouth, New Hampshire
-
Fairscale Capital
Nashua, New Hampshire
-
Financial Advice Center, LLC
Manchester, New Hampshire
-
Financial Management Associates
Windham, New Hampshire
-
Gassman Financial
Salem, New Hampshire
-
Granite Value Capital
Hanover, New Hampshire
-
Grove Street Fiduciary, LLC
Peterborough, New Hampshire
-
Hager Investment Management Services
New London, New Hampshire
-
Hanai Financial
Portsmouth, New Hampshire
-
Harbor Advisory
Portsmouth, New Hampshire
-
Honorable Financial Services
Bedford, New Hampshire
-
Hurst and DeGraffenried Wealth Management
Milford, New Hampshire
-
JMH Wealth Management
Hanover, New Hampshire
-
JTD Financial Services
Bedford, New Hampshire
-
KD Wealth Management
Seabrook, New Hampshire
-
KWM Financial
Porstmouth, New Hampshire
-
Lakeside Financial Planning, LLC
Windham, New Hampshire
-
Ledgewood Wealth Advisors
Exeter, New Hampshire
-
Manent Capital
Orford, New Hampshire
-
Mardin Capital Group
Rye, New Hampshire
-
Mascoma Wealth Management
Hanover, New Hampshire
-
Mead Capital Management
Derry, New Hampshire
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Middle Street Capital
Newfields, New Hampshire
-
Mile High Investments
Portsmouth, New Hampshire
-
Milestone Financial Planning, LLC
Bedford, New Hampshire
-
Mirica Wealth
Hanover, New Hampshire
-
Modern Financial Wellness
Portsmouth, New Hampshire
-
Nashua Capital Management
Nashua, New Hampshire
-
Northstar Financial Planning
Windham, New Hampshire
-
Nvest Financial
Portsmouth, New Hampshire
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Olson Economics
Keene, New Hampshire
-
Pathways Financial Planning
Portsmouth, New Hampshire
-
Reverie Wealth
Rochester, New Hampshire
-
RSI Advisors
Dover, New Hampshire
-
Saco River Financial Planning
Bartlett, New Hampshire
-
Safir Wealth Advisors
Greenland, New Hampshire
-
Sheer Empowerment Financial
Plymouth, New Hampshire
-
SJ Boyle Wealth Planning
HANOVER, New Hampshire
-
Spurr Financial Investment Services
Alton Bay, New Hampshire
-
Squam Lakes Financial Advisors, LLC
Holderness, New Hampshire
-
STU Hawver, CFA, MBA
Wolfeboro, New Hampshire