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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
Barry Betters Cornerstone Financial Planning Portsmouth CFP Percentage of assets, Hourly
Bradley Clark Clark Asset Management Stratham CFP Fixed fees
Cameron Barker Milestone Financial Planning Stratham CFP Percentage of assets, Fixed fees
Cameron Murphy The Harbor Group Bedford CFP Percentage of assets, Hourly
Christina Traurig Cornerstone Financial Planning Portsmouth CFP Percentage of assets, Hourly
Christine Keller Apex Wealth Management Bedford CFP Percentage of assets, Fixed fees
Christopher Barnes The Harbor Group Bedford CFP Percentage of assets, Hourly
Christopher Macbean The Harbor Group Bedford CFP Percentage of assets, Hourly
Daniel Cohen Cohen Investment Advisors Bedford CFP Percentage of assets, Fixed fees
Daniel Koppel Milestone Financial Planning Bedford CFP Percentage of assets, Fixed fees
Daniel Rivet The Foundry Financial Group Laconia CFP Percentage of assets, Hourly
Danielle Harmon Clark Asset Management Stratham CFP Fixed fees
Danielle Pensinger Cornerstone Financial Planning Portsmouth CFP Percentage of assets, Hourly
David Smith Robinson Smith Wealth Advisors Portsmouth CFP Percentage of assets, Fixed fees
Deborah Doucet Saco River Financial Planning Bartlett CFP Percentage of assets, Hourly
Donovan Ingle Robinson Smith Wealth Advisors Portsmouth CFP Percentage of assets, Fixed fees
Douglas Cobb Cobb Financial Lee CFP Percentage of assets, Hourly
Erin McClain Clark Asset Management Stratham CFP Fixed fees
Frank Demaio JTD Financial Services Bedford CFP Percentage of assets, Fixed fees
Garrett Climo Milestone Financial Planning Bedford CFP Percentage of assets, Fixed fees
Gregory Baker Clark Asset Management Stratham CFP Fixed fees
Hazel Grolljahn Grove Street Fiduciary Peterborough CFP Percentage of assets, Hourly
Jean Fullerton Milestone Financial Planning Bedford CFP Percentage of assets, Fixed fees
Jenna Rodrigues Saltbox Financial Portsmouth CFP Percentage of assets, Hourly
John Hutchins The Wealth Conservatory Lebanon CFP Percentage of assets, Hourly
Jonathan Harrington Milestone Financial Planning Stratham CFP Percentage of assets, Fixed fees
Joshua Allen The Foundry Financial Group Laconia CFP Percentage of assets, Hourly
Joshua Massa The Harbor Group Bedford CFP Percentage of assets, Hourly
Julie Fortin Northstar Financial Planning Windham CFP Percentage of assets, Fixed fees
Kary Meschke Clark Asset Management Stratham CFP Fixed fees
Kyle Labelle Milestone Financial Planning Bedford CFP Percentage of assets, Fixed fees
Liana Poodiack Birch Financial Group Keene CFP Percentage of assets, Hourly
Mackenzie Parsons Cornerstone Financial Planning Portsmouth CFP Percentage of assets, Hourly
Michael Doyle The Harbor Group Bedford CFP Percentage of assets, Hourly
Michael Fogarty The Foundry Financial Group Laconia CFP, ChFC Percentage of assets, Hourly
Natalie Marin Northstar Financial Planning Windham CFP Percentage of assets, Fixed fees
Nicholas Prigitano F5 Financial Planning Bedford CFP Percentage of assets, Hourly
Nicole Piton Total Clarity Wealth Management Hollis CFP Percentage of assets, Hourly
Peter Lee The Harbor Group Bedford CFP Percentage of assets, Hourly
Robert Bonacorsi Bonacorsi Wealth Management Amherst CFP Percentage of assets, Hourly
Robert Wofchuck Ledgewood Wealth Advisors Exeter CFP Percentage of assets, Hourly
Robin Young Northstar Financial Planning Windham CFP Percentage of assets, Fixed fees
Ronald Valpey Valpey Financial Services Concord CFP Percentage of assets, Hourly
Ryan Callaghan The Harbor Group Bedford CFP, CFA Percentage of assets, Hourly
Silvia Manent Silvar Manent Capital Orford CFP, CFA Percentage of assets, Hourly
Timothy Riley The Harbor Group Bedford CFP, ChFC Percentage of assets, Hourly
Vera Kelsey-Watts Saltbox Financial Portsmouth CFP Percentage of assets, Hourly
Zachary Zwick Three Bearings Fiduciary Advisors Hampton CFP Percentage of assets, Hourly
Anthony Abbate Granite Value Capital Hanover CFA Percentage of assets
James Mullins Carlson Investments Concord CFA Percentage of assets

Firms headquartered in New Hampshire (74)

All 74 firms in New Hampshire