# Financial advisors for estate planning in New Hampshire > For estate planning in New Hampshire, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Karen McCloskey of CMH Wealth Management. Page: https://find.wellspent.co/specialties/estate-planning/new-hampshire/ 56 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in New Hampshire? For estate planning in New Hampshire, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and Karen McCloskey of CMH Wealth Management. - [Evan Marquis](https://find.wellspent.co/advisors/evan-marquis/), Milestone Financial Planning, LLC, Bedford. Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee. - [Robert Bartley](https://find.wellspent.co/advisors/robert-bartley/), Bartley Financial Advisors, Bedford. Holds the CFP and CPA. Fees on file: percentage of assets, ongoing planning fee. - [Karen McCloskey](https://find.wellspent.co/advisors/karen-mccloskey/), CMH Wealth Management, Portsmouth. Holds the CFP. Fees on file: percentage of assets. - [Samuel Graham](https://find.wellspent.co/advisors/samuel-graham/), Sweeney Financial Advisors, Bedford. Holds the CFP. Fees on file: percentage of assets. - [Brett Croft](https://find.wellspent.co/advisors/brett-croft/), Croft Financial Planning, Newbury. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Peter Ankeny](https://find.wellspent.co/advisors/peter-ankeny/), Wolf Pine Capital, Portsmouth. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. ## How many fee-only financial advisors in New Hampshire work on estate planning? The Wellspent public graph lists 56 fee-only advisors for estate planning in New Hampshire, at 27 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in New Hampshire located? Of the 56 fee-only advisors for estate planning in New Hampshire, 14 are in Portsmouth, followed by 11 in Bedford and 8 in Hanover. ## How do fee-only advisors for estate planning in New Hampshire charge? The most common fee among fee-only advisors for estate planning in New Hampshire is a percentage of assets, used by 95% of the 56 with fees on file. Many use more than one: 38% charge fixed fees and 29% charge by the hour. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP, CPA and AEP. In New Hampshire, 46% of the 56 advisors listed hold the CFP. - CFP (46% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (4% of advisors listed): CPAs help with estate and gift tax filings. - AEP (2% of advisors listed): The AEP is a designation for estate planning specialists. ## How do New Hampshire advisors for estate planning compare with the rest of the US? 38% of fee-only advisors for estate planning in New Hampshire charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does New Hampshire have an estate or inheritance tax? No. New Hampshire has no state estate or inheritance tax, so the federal rules are the main ones to plan around. ## What should I ask a financial advisor about estate planning in New Hampshire? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - If I own property in another state, could its estate tax apply? ## How current is this list of fee-only advisors for estate planning in New Hampshire? 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 | |---|---|---|---|---| | [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers.md) | Sheer Empowerment Financial | Plymouth, New Hampshire | CFP, CFA | Subscription, One-time planning fee, Hourly | | [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 | | [Rachel DeCarolis](https://find.wellspent.co/advisors/rachel-decarolis.md) | Northstar Financial Planning | Windham, New Hampshire | CDFA, CeFT, CFP, MBA, RLP | Percentage of assets, Ongoing planning fee | | [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 | | [Brett Croft](https://find.wellspent.co/advisors/brett-croft.md) | Croft Financial Planning | Newbury, New Hampshire | CFA, CFP, CTFA | Hourly, One-time planning fee | | [Jared Hoole](https://find.wellspent.co/advisors/jared-hoole.md) | Lakeside Financial Planning, LLC | Windham, New Hampshire | CFP, MST | Percentage of assets, Ongoing planning fee, One-time 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 | | [David Mayes](https://find.wellspent.co/advisors/david-mayes.md) | Three Bearings Fiduciary Advisors, Inc. | Hampton, New Hampshire | CFP, CRPC, CRPS, EA, MA | Percentage of assets, Hourly, Fixed fees | | [Sally Boyle](https://find.wellspent.co/advisors/sally-boyle.md) | SJ Boyle Wealth Planning | HANOVER, New Hampshire | CDFA, CFP, ChFC | Percentage of assets, Fixed fees | | [Anna Witten](https://find.wellspent.co/advisors/anna-witten.md) | Aurelius Family Office | Bedford, New Hampshire | CFP | Percentage of assets, Fixed fees | | [Robert Maloney](https://find.wellspent.co/advisors/robert-maloney.md) | Squam Lakes Financial Advisors, LLC | Holderness, New Hampshire | AEP, MSFS | Ongoing planning fee, Hourly, One-time planning fee | | [Robin Brigham](https://find.wellspent.co/advisors/robin-brigham.md) | Hager Investment Management Services | New London, New Hampshire | CFP | Percentage of assets | | [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 | | [Gregory Farland](https://find.wellspent.co/advisors/gregory-farland.md) | Alliance Private Wealth | Alton Bay, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Norris](https://find.wellspent.co/advisors/gregory-norris.md) | Apex Investment Group | Georges Mills, New Hampshire | CFP | Percentage of assets | | [Jeffrey Williams](https://find.wellspent.co/advisors/jeffrey-williams-2434533.md) | Fairscale Capital | Nashua, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Madalyn Dow](https://find.wellspent.co/advisors/madalyn-dow.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets | | [Matthew Dattilio](https://find.wellspent.co/advisors/matthew-dattilio.md) | Mascoma Wealth Management | Hanover, 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 | | [Zuzana Brochu](https://find.wellspent.co/advisors/zuzana-brochu.md) | Mascoma Wealth Management | Hanover, New Hampshire | CFP | Percentage of assets | | [Elaine Morgillo](https://find.wellspent.co/advisors/elaine-morgillo.md) | Flying Point Financial | Portsmouth, New Hampshire | CFP | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Catlin](https://find.wellspent.co/advisors/elizabeth-catlin.md) | Bluestone Wealth Management | Keene, New Hampshire | CFP | Percentage of assets | | [Andrew Hager](https://find.wellspent.co/advisors/andrew-hager.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Glenn Sweeney](https://find.wellspent.co/advisors/glenn-sweeney.md) | Sweeney Financial Advisors | Manchester, New Hampshire | CFA | 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 | | [Michael Bechtold](https://find.wellspent.co/advisors/michael-bechtold.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Paul Pignone](https://find.wellspent.co/advisors/paul-pignone.md) | Beck Bode | Salem, New Hampshire | CFP, ChFC | Percentage of assets, Fixed fees | | [Peter Hager](https://find.wellspent.co/advisors/peter-hager.md) | Hager Investment Management Services | New London, New Hampshire | | Percentage of assets | | [Susan Winchester](https://find.wellspent.co/advisors/susan-winchester.md) | Mascoma Wealth Management | Hanover, New Hampshire | ChFC | Percentage of assets | | [Alexander Thompson](https://find.wellspent.co/advisors/alexander-thompson.md) | Fairscale Capital | Nashua, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Amanda Spencer](https://find.wellspent.co/advisors/amanda-spencer.md) | Mascoma Wealth Management | Hanover, New Hampshire | | Percentage of assets | | [Dyllin Moulton](https://find.wellspent.co/advisors/dyllin-moulton.md) | Fairscale Capital | Nashua, New Hampshire | | Percentage of assets, Hourly, Fixed fees | | [Jeffrey Nowell](https://find.wellspent.co/advisors/jeffrey-nowell.md) | Mascoma Wealth Management | Hanover, New Hampshire | | Percentage of assets | | [Karen McCloskey](https://find.wellspent.co/advisors/karen-mccloskey.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFP | Percentage of assets | | [Logan Pettus](https://find.wellspent.co/advisors/logan-pettus.md) | Sweeney Financial Advisors | Bedford, New Hampshire | | Percentage of assets | | [Michael Hemingway](https://find.wellspent.co/advisors/michael-hemingway.md) | Mascoma Wealth Management | Hanover, New Hampshire | | 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 | | [Travis Broadhurst](https://find.wellspent.co/advisors/travis-broadhurst.md) | Sweeney Financial Advisors | Bedford, New Hampshire | | Percentage of assets | | [Andre Laplante](https://find.wellspent.co/advisors/andre-laplante.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Christine Clinton-Catlin](https://find.wellspent.co/advisors/christine-clinton-catlin.md) | Bluestone Wealth Management | Keene, New Hampshire | | Percentage of assets | | [Daniel Zibinskas](https://find.wellspent.co/advisors/daniel-zibinskas.md) | Harbor Advisory | Portsmouth, New Hampshire | CFA | Percentage of assets, Hourly, Fixed fees | | [Edward Parolisi](https://find.wellspent.co/advisors/edward-parolisi.md) | Ironwood Wealth Management | Rye, New Hampshire | | Percentage of assets, Fixed fees | | [Hilton Kelly](https://find.wellspent.co/advisors/hilton-kelly.md) | Tall Trees Wealth | Portsmouth, New Hampshire | | Percentage of assets, Fixed fees | | [Brian Carolan](https://find.wellspent.co/advisors/brian-carolan.md) | CMH Wealth Management | Portsmouth, New Hampshire | CFA | Percentage of assets | | [John Fredette](https://find.wellspent.co/advisors/john-fredette.md) | CMH Wealth Management | Rye, 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 | Showing the first 50 of 56. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/new-hampshire/?page=2 ## Related - [Retirement planning in New Hampshire](https://find.wellspent.co/specialties/retirement-planning/new-hampshire.md) - [Tax planning in New Hampshire](https://find.wellspent.co/specialties/tax-planning/new-hampshire.md) - [Family wealth transfer in New Hampshire](https://find.wellspent.co/specialties/family-wealth-transfer/new-hampshire.md) ## 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).