# Fee-only financial advisors in Portsmouth, New Hampshire > Start with a fee-only advisor in Portsmouth whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Karen McCloskey of CMH Wealth Management, James Grace of Modern Financial Wellness and Peter Ankeny of Wolf Pine Capital, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/new-hampshire/portsmouth/ 37 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 Portsmouth? Start with a fee-only advisor in Portsmouth whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Karen McCloskey of CMH Wealth Management, James Grace of Modern Financial Wellness and Peter Ankeny of Wolf Pine Capital, chosen for their credentials and fees on file. ## How many fee-only advisors in Portsmouth are there? The Wellspent public graph lists 37 fee-only advisors in Portsmouth, at 21 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Portsmouth focus on? The most common focus among fee-only advisors in Portsmouth is estate planning (14), followed by retirement planning (9) and family wealth transfer (7). Advisors can list more than one. ## How do fee-only advisors in Portsmouth charge? The most common fee among fee-only advisors in Portsmouth is a percentage of assets, used by 95% of the 37 with fees on file. Many use more than one: 62% charge fixed fees and 59% charge by the hour. ## How many fee-only advisors in Portsmouth hold the CFP? 49% of the 37 fee-only advisors in Portsmouth 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 Portsmouth? 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 | |---|---|---|---|---| | [Peter Ankeny](https://find.wellspent.co/advisors/peter-ankeny.md) | Wolf Pine Capital | Portsmouth, New Hampshire | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, One-time planning fee, Hourly | | [Kristen Vernace](https://find.wellspent.co/advisors/kristen-vernace.md) | Pathways Financial Planning | Portsmouth, New Hampshire | CFP, CDFA | Hourly, Flat fee or retainer, Ongoing planning fee | | [Alison Pyott](https://find.wellspent.co/advisors/alison-pyott.md) | Veris Wealth Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Elaine Morgillo](https://find.wellspent.co/advisors/elaine-morgillo.md) | Flying Point Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [James Grace](https://find.wellspent.co/advisors/james-grace.md) | Modern Financial Wellness | Portsmouth, New Hampshire | CFP | Flat fee or retainer, Ongoing planning fee | | [Karen McCloskey](https://find.wellspent.co/advisors/karen-mccloskey.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Michael Leclerc](https://find.wellspent.co/advisors/michael-leclerc.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Steven Nassoura](https://find.wellspent.co/advisors/steven-nassoura.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Andre Laplante](https://find.wellspent.co/advisors/andre-laplante.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Daniel Zibinskas](https://find.wellspent.co/advisors/daniel-zibinskas.md) | Harbor Advisory | Portsmouth, New Hampshire | CFA | Percentage of assets, Hourly, Fixed fees | | [Hilton Kelly](https://find.wellspent.co/advisors/hilton-kelly.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Leah Beattie](https://find.wellspent.co/advisors/leah-beattie.md) | Veris Wealth Partners | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Rhonda Bowden](https://find.wellspent.co/advisors/rhonda-bowden.md) | Hanai Financial | Portsmouth, New Hampshire | CFP, CRPC | Percentage of assets, Hourly, Fixed fees | | [Brian Carolan](https://find.wellspent.co/advisors/brian-carolan.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFA | Percentage of assets | | [Karen O'Donoghue](https://find.wellspent.co/advisors/karen-o-donoghue.md) | Beck Bode | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [John Degan](https://find.wellspent.co/advisors/john-degan.md) | Harbor Advisory | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Nicholas Drew](https://find.wellspent.co/advisors/nicholas-drew.md) | Drew Wealth Management | Portsmouth, New Hampshire | | Percentage of assets | | [Paul Barry](https://find.wellspent.co/advisors/paul-barry.md) | Middle Street Capital | Portsmouth, New Hampshire | | Percentage of assets | | [Weld Butler](https://find.wellspent.co/advisors/weld-butler.md) | Harbor Advisory | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Justin Moyer](https://find.wellspent.co/advisors/justin-moyer.md) | KWM Financial | Porstmouth, New Hampshire | | Percentage of assets, Hourly | | [Kristen Hanley](https://find.wellspent.co/advisors/kristen-hanley.md) | CMH Wealth Management | Portsmouth, New Hampshire | | Percentage of assets | | [Alex Nikulin](https://find.wellspent.co/advisors/alex-nikulin.md) | Uptick Partners | Portsmouth, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Barry Betters](https://find.wellspent.co/advisors/barry-betters.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Christina Traurig](https://find.wellspent.co/advisors/christina-traurig.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Danielle Pensinger](https://find.wellspent.co/advisors/danielle-pensinger.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [David Smith](https://find.wellspent.co/advisors/david-smith-2206751.md) | Robinson Smith Wealth Advisors | Portsmouth, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Donovan Ingle](https://find.wellspent.co/advisors/donovan-ingle.md) | Robinson Smith Wealth Advisors | Portsmouth, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Jenna Rodrigues](https://find.wellspent.co/advisors/jenna-rodrigues.md) | Saltbox Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly | | [Mackenzie Parsons](https://find.wellspent.co/advisors/mackenzie-parsons.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Vera Kelsey-Watts](https://find.wellspent.co/advisors/vera-kelsey-watts.md) | Saltbox Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly | | [Connor Cossette](https://find.wellspent.co/advisors/connor-cossette.md) | Essential Planning | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [David Sinclair](https://find.wellspent.co/advisors/david-sinclair.md) | Mile High Investments | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Derek Bonneau](https://find.wellspent.co/advisors/derek-bonneau.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Jillian Wagner](https://find.wellspent.co/advisors/jillian-wagner.md) | Cornerstone Financial Planning | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Justin Happ](https://find.wellspent.co/advisors/justin-happ.md) | Nvest Financial | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Paul Doran](https://find.wellspent.co/advisors/paul-doran.md) | Essential Planning | Portsmouth, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Paul O'Leary](https://find.wellspent.co/advisors/paul-o-leary.md) | Unconventional Investor | Portsmouth, New Hampshire | | Percentage of assets | ## 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).