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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
Jeremiah Chaplin Truehand Strafford CFA Percentage of assets, Fixed fees
Robert Piton Total Clarity Wealth Management Hollis CFA Percentage of assets, Hourly
Stuart Hawver STU Hawver, CFA, MBA Wolfeboro CFA Percentage of assets, Performance-based fees
Adam Mead Mead Capital Management Derry Not listed Percentage of assets, Hourly
Alan Rattee Carlson Investments Concord Not listed Percentage of assets
Alicia Donahue Nashua Capital Management Nashua Not listed Percentage of assets
Anthony Chen Honorable Financial Services Bedford Not listed Percentage of assets
Ava Clark The Foundry Financial Group Laconia Not listed Percentage of assets, Hourly
Brady Martin The Foundry Financial Group Laconia Not listed Percentage of assets, Hourly
Connor Cossette Essential Planning Portsmouth Not listed Percentage of assets, Hourly
Cory Sarkisian Milestone Financial Planning Bedford Not listed Percentage of assets, Fixed fees
Daisia McCrae Bartley Financial Advisors Bedford Not listed Percentage of assets, Hourly
Daniel Bednarczyk Carlson Investments Concord Not listed Percentage of assets
Daniel Blandini Valpey Financial Services Concord Not listed Percentage of assets, Hourly
David Sinclair Mile High Investments Portsmouth Not listed Percentage of assets, Hourly
Derek Bonneau Cornerstone Financial Planning Portsmouth Not listed Percentage of assets, Hourly
Derek Deangelis Apex Wealth Management Bedford Not listed Percentage of assets, Fixed fees
Edwin Safir Safir Wealth Advisors Greenland Not listed Percentage of assets, Hourly
Heather Thompson Best Life Infinity Walpole Not listed Percentage of assets, Hourly
Jillian Wagner Cornerstone Financial Planning Portsmouth Not listed Percentage of assets, Hourly
Joseph Drinon Carlson Investments Concord Not listed Percentage of assets
Joshua Weiss Compass Planning Associates Dover Not listed Hourly, Fixed fees
Justin Happ Nvest Financial Portsmouth Not listed Percentage of assets, Hourly
Kate Graham Carlson Investments Concord Not listed Percentage of assets
Kathi Spurr Spurr Financial Investment Services Alton Bay Not listed Percentage of assets
Kathryn Wiggins Milestone Financial Planning Bedford Not listed Percentage of assets, Fixed fees
Kevin Delaney KD Wealth Management Seabrook Not listed Percentage of assets
Kyle Fellers Carlson Investments Concord Not listed Percentage of assets
Lawrence Sarkozy Ledgewood Wealth Advisors Exeter Not listed Percentage of assets, Hourly
Maxwell Kemper Carlson Investments Concord Not listed Percentage of assets
Paul Doran Essential Planning Portsmouth Not listed Percentage of assets, Hourly
Paul Heckler Yosemite Capital Management Wolfeboro Not listed Percentage of assets, Hourly
Paul O'Leary Unconventional Investor Portsmouth Not listed Percentage of assets
Rachel Dadian The Foundry Financial Group Laconia Not listed Percentage of assets, Hourly
Razvan Mirica Mirica Wealth Hanover Not listed Percentage of assets, Hourly
Richard Francis Cygnet Investment Walpole Not listed Percentage of assets
Richard Habermann Carlson Investments Concord Not listed Percentage of assets
Souheil Asmar Triumph Wealth Management Concord Not listed Hourly, Fixed fees
Theodore Svirbly T.S. Financial Planning Derry Not listed Percentage of assets, Hourly
Tiffany Donegan Cohen Investment Advisors Bedford Not listed Percentage of assets, Fixed fees
Zachary Gibbons Davis Wealth Advisors Salem Not listed Percentage of assets, Hourly

Firms headquartered in New Hampshire (74)

All 74 firms in New Hampshire