Fee-only financial advisors in Portsmouth, New Hampshire
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Karen McCloskey CMH Wealth Management Holds the CFP. Fees on file: percentage of assets.
- James Grace Modern Financial Wellness Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Peter Ankeny Wolf Pine Capital Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Kristen Vernace Pathways Financial Planning Holds the CFP. Fees on file: hourly, flat fee or retainer.
- Daniel Zibinskas Harbor Advisory Holds the CFA. Fees on file: percentage of assets, hourly.
- Donovan Ingle Robinson Smith Wealth Advisors Holds the CFP. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 37
- Firms
- 21
- Cities
- 2
- Hold the CFP
- 49%
- Other credentials: CFA 5%
- How they charge (of 37 with fees on file): percentage of assets 95% · fixed fees 62% · hourly 59% · flat fee or retainer 8%
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 Portsmouth by what you need
Find an advisor in New Hampshire by fee, assets, or credential
Questions about fee-only advisors in Portsmouth
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.
All 37 advisors in Portsmouth
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Peter Ankeny | Wolf Pine Capital | Portsmouth | CFP | Percentage of assets, Flat fee or retainer |
| Kristen Vernace | Pathways Financial Planning | Portsmouth | CFP, CDFA | Hourly, Flat fee or retainer |
| Alison Pyott | Veris Wealth Partners | Portsmouth | CFP | Percentage of assets, Hourly |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| James Grace | Modern Financial Wellness | Portsmouth | CFP | Flat fee or retainer, Ongoing planning fee |
| Karen McCloskey | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Michael Leclerc | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Steven Nassoura | CMH Wealth Management | Portsmouth | CFP | Percentage of assets |
| Andre Laplante | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Daniel Zibinskas | Harbor Advisory | Portsmouth | CFA | Percentage of assets, Hourly |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Leah Beattie | Veris Wealth Partners | Portsmouth | Not listed | Percentage of assets, Hourly |
| Rhonda Bowden | Hanai Financial | Portsmouth | CFP, CRPC | Percentage of assets, Hourly |
| Brian Carolan | CMH Wealth Management | Portsmouth | CFA | Percentage of assets |
| Karen O'Donoghue | Beck Bode | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| John Degan | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| Nicholas Drew | Drew Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Paul Barry | Middle Street Capital | Portsmouth | Not listed | Percentage of assets |
| Weld Butler | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| Justin Moyer | KWM Financial | Porstmouth | Not listed | Percentage of assets, Hourly |
| Kristen Hanley | CMH Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Alex Nikulin | Uptick Partners | Portsmouth | CFP | Percentage of assets, Fixed fees |
| Barry Betters | Cornerstone Financial Planning | Portsmouth | CFP | Percentage of assets, Hourly |
| Christina Traurig | Cornerstone Financial Planning | Portsmouth | CFP | Percentage of assets, Hourly |
| Danielle Pensinger | Cornerstone Financial Planning | Portsmouth | CFP | Percentage of assets, Hourly |
| David Smith | Robinson Smith Wealth Advisors | Portsmouth | CFP | Percentage of assets, Fixed fees |
| Donovan Ingle | Robinson Smith Wealth Advisors | Portsmouth | CFP | Percentage of assets, Fixed fees |
| Jenna Rodrigues | Saltbox Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| Mackenzie Parsons | Cornerstone Financial Planning | Portsmouth | CFP | Percentage of assets, Hourly |
| Vera Kelsey-Watts | Saltbox Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| Connor Cossette | Essential Planning | Portsmouth | 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 |
| Jillian Wagner | Cornerstone Financial Planning | Portsmouth | Not listed | Percentage of assets, Hourly |
| Justin Happ | Nvest Financial | Portsmouth | Not listed | Percentage of assets, Hourly |
| Paul Doran | Essential Planning | Portsmouth | Not listed | Percentage of assets, Hourly |
| Paul O'Leary | Unconventional Investor | Portsmouth | Not listed | Percentage of assets |
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