# Fee-only financial advisors in Bedford, New Hampshire > Start with a fee-only advisor in Bedford whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Ryan Callaghan of The Harbor Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/new-hampshire/bedford/ 36 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Bedford? Start with a fee-only advisor in Bedford whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Ryan Callaghan of The Harbor Group, chosen for their credentials and fees on file. ## How many fee-only advisors in Bedford are there? The Wellspent public graph lists 36 fee-only advisors in Bedford, at 14 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Bedford focus on? The most common focus among fee-only advisors in Bedford is estate planning (11), followed by tax planning (10) and retirement planning (10). Advisors can list more than one. ## How do fee-only advisors in Bedford charge? All 36 fee-only advisors in Bedford with fees on file charge a percentage of assets. Many use more than one: 75% charge fixed fees and 36% charge by the hour. ## How many fee-only advisors in Bedford hold the CFP? 67% of the 36 fee-only advisors in Bedford hold the CFP certification, based on the credentials listed on each record. ## Does New Hampshire have a state income tax? No. New Hampshire has no state income tax, so federal tax drives most financial planning for residents. ## How current is this list of fee-only advisors in Bedford? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Evan Marquis](https://find.wellspent.co/advisors/evan-marquis.md) | Milestone Financial Planning, LLC | Bedford, New Hampshire | CFP, EA, RICP, MSFP, MST, MS, CPA | Percentage of assets, Ongoing planning fee | | [Robert Bartley](https://find.wellspent.co/advisors/robert-bartley.md) | Bartley Financial Advisors | Bedford, New Hampshire | CFP, CPA | Percentage of assets, Ongoing planning fee | | [Anna Witten](https://find.wellspent.co/advisors/anna-witten.md) | Aurelius Family Office | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Melinda Davis](https://find.wellspent.co/advisors/melinda-davis.md) | Davis Wealth Advisors | Bedford, New Hampshire | BS, CFP, CRPC, MS | Percentage of assets, Hourly, Fixed fees | | [Christopher June](https://find.wellspent.co/advisors/christopher-june.md) | Sweeney Financial Advisors | Bedford, New Hampshire | CFP | Percentage of assets | | [David Snyder](https://find.wellspent.co/advisors/david-snyder.md) | Sweeney Financial Advisors | Bedford, New Hampshire | CFP | Percentage of assets | | [Samuel Graham](https://find.wellspent.co/advisors/samuel-graham.md) | Sweeney Financial Advisors | Bedford, New Hampshire | CFP | Percentage of assets | | [Jacob Alden](https://find.wellspent.co/advisors/jacob-alden.md) | Aurelius Family Office | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Mark Witaschek](https://find.wellspent.co/advisors/mark-witaschek.md) | Aurelius Family Office | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Logan Pettus](https://find.wellspent.co/advisors/logan-pettus.md) | Sweeney Financial Advisors | Bedford, New Hampshire | | Percentage of assets | | [Travis Broadhurst](https://find.wellspent.co/advisors/travis-broadhurst.md) | Sweeney Financial Advisors | Bedford, New Hampshire | | Percentage of assets | | [Jennifer Degraffenried](https://find.wellspent.co/advisors/jennifer-degraffenried.md) | Hurst and DeGraffenried Wealth Management | Bedford, New Hampshire | | Percentage of assets | | [Mark Cross-Powers](https://find.wellspent.co/advisors/mark-cross-powers.md) | Little House Capital | Bedford, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Adam Bergeron](https://find.wellspent.co/advisors/adam-bergeron.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Cameron Murphy](https://find.wellspent.co/advisors/cameron-murphy.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Christine Keller](https://find.wellspent.co/advisors/christine-keller.md) | Apex Wealth Management | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Christopher Barnes](https://find.wellspent.co/advisors/christopher-barnes.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Macbean](https://find.wellspent.co/advisors/christopher-macbean.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Daniel Cohen](https://find.wellspent.co/advisors/daniel-cohen-2414071.md) | Cohen Investment Advisors | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Daniel Koppel](https://find.wellspent.co/advisors/daniel-koppel.md) | Milestone Financial Planning | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Frank Demaio](https://find.wellspent.co/advisors/frank-demaio.md) | JTD Financial Services | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Garrett Climo](https://find.wellspent.co/advisors/garrett-climo.md) | Milestone Financial Planning | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Jean Fullerton](https://find.wellspent.co/advisors/jean-fullerton.md) | Milestone Financial Planning | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Joshua Massa](https://find.wellspent.co/advisors/joshua-massa.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Labelle](https://find.wellspent.co/advisors/kyle-labelle.md) | Milestone Financial Planning | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Michael Doyle](https://find.wellspent.co/advisors/michael-doyle.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Nicholas Prigitano](https://find.wellspent.co/advisors/nicholas-prigitano.md) | F5 Financial Planning | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Peter Lee](https://find.wellspent.co/advisors/peter-lee.md) | The Harbor Group | Bedford, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Ryan Callaghan](https://find.wellspent.co/advisors/ryan-callaghan.md) | The Harbor Group | Bedford, New Hampshire | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Timothy Riley](https://find.wellspent.co/advisors/timothy-riley.md) | The Harbor Group | Bedford, New Hampshire | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Anthony Chen](https://find.wellspent.co/advisors/anthony-chen.md) | Honorable Financial Services | Bedford, New Hampshire | | Percentage of assets | | [Cory Sarkisian](https://find.wellspent.co/advisors/cory-sarkisian.md) | Milestone Financial Planning | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Daisia McCrae](https://find.wellspent.co/advisors/daisia-mccrae.md) | Bartley Financial Advisors | Bedford, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Derek Deangelis](https://find.wellspent.co/advisors/derek-deangelis.md) | Apex Wealth Management | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Kathryn Wiggins](https://find.wellspent.co/advisors/kathryn-wiggins.md) | Milestone Financial Planning | Bedford, New Hampshire | | Percentage of assets, Fixed fees | | [Tiffany Donegan](https://find.wellspent.co/advisors/tiffany-donegan.md) | Cohen Investment Advisors | Bedford, New Hampshire | | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).