Fee-only financial advisors in Bedford, New Hampshire
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Evan Marquis Milestone Financial Planning, LLC Holds the CFP, CPA and EA. Fees on file: percentage of assets, ongoing planning fee.
- Robert Bartley Bartley Financial Advisors Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee.
- Ryan Callaghan The Harbor Group Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Christopher June Sweeney Financial Advisors Holds the CFP. Fees on file: percentage of assets.
- Daniel Cohen Cohen Investment Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
- Melinda Davis Davis Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 36
- Firms
- 14
- Hold the CFP
- 67%
- Other credentials: CFA 3% · CPA 6% · EA 3%
- How they charge (of 36 with fees on file): percentage of assets 100% · fixed fees 75% · hourly 36% · ongoing planning fee 6%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Bedford by what you need
Find an advisor in New Hampshire by fee, assets, or credential
Questions about fee-only advisors in Bedford
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.
All 36 advisors in Bedford
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Robert Bartley | Bartley Financial Advisors | Bedford | CFP, CPA | Percentage of assets, Ongoing planning fee |
| Anna Witten | Aurelius Family Office | Bedford | CFP | Percentage of assets, Fixed fees |
| Melinda Davis | Davis Wealth Advisors | Bedford | BS, CFP, CRPC, MS | Percentage of assets, Hourly |
| Christopher June | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Jacob Alden | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Mark Witaschek | Aurelius Family Office | Bedford | Not listed | Percentage of assets, Fixed fees |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Jennifer Degraffenried | Hurst and DeGraffenried Wealth Management | Bedford | Not listed | Percentage of assets |
| Mark Cross-Powers | Little House Capital | Bedford | Not listed | Percentage of assets, Hourly |
| Adam Bergeron | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Cameron Murphy | The Harbor Group | Bedford | 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 |
| Frank Demaio | JTD Financial Services | Bedford | CFP | Percentage of assets, Fixed fees |
| Garrett Climo | Milestone Financial Planning | Bedford | CFP | Percentage of assets, Fixed fees |
| Jean Fullerton | Milestone Financial Planning | Bedford | CFP | Percentage of assets, Fixed fees |
| Joshua Massa | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Kyle Labelle | Milestone Financial Planning | Bedford | CFP | Percentage of assets, Fixed fees |
| Michael Doyle | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Nicholas Prigitano | F5 Financial Planning | Bedford | CFP | Percentage of assets, Hourly |
| Peter Lee | The Harbor Group | Bedford | CFP | Percentage of assets, Hourly |
| Ryan Callaghan | The Harbor Group | Bedford | CFP, CFA | Percentage of assets, Hourly |
| Timothy Riley | The Harbor Group | Bedford | CFP, ChFC | Percentage of assets, Hourly |
| Anthony Chen | Honorable Financial Services | Bedford | Not listed | Percentage of assets |
| 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 |
| Derek Deangelis | Apex Wealth Management | Bedford | Not listed | Percentage of assets, Fixed fees |
| Kathryn Wiggins | Milestone Financial Planning | Bedford | Not listed | Percentage of assets, Fixed fees |
| Tiffany Donegan | Cohen Investment Advisors | Bedford | Not listed | Percentage of assets, Fixed fees |
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