Financial advisors for retirement planning in New Hampshire
Which financial advisor should I talk to about retirement planning in New Hampshire?
For retirement planning in New Hampshire, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, David Mayes of Three Bearings Fiduciary Advisors, Inc. and Sarah Anderson of The Foundry Financial Group, Inc..
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Evan Marquis Milestone Financial Planning, LLC, Bedford Holds the RICP, CFP and EA. Fees on file: percentage of assets, ongoing planning fee.
- David Mayes Three Bearings Fiduciary Advisors, Inc., Hampton Holds the CFP and EA. Fees on file: percentage of assets, hourly.
- Sarah Anderson The Foundry Financial Group, Inc., Laconia Holds the CFP. Fees on file: percentage of assets, ongoing planning fee.
- Brett Croft Croft Financial Planning, Newbury Holds the CFP. Fees on file: hourly, one-time planning fee.
- Christopher June Sweeney Financial Advisors, Bedford Holds the CFP. Fees on file: percentage of assets.
- Kristen Vernace Pathways Financial Planning, Portsmouth Holds the CFP. Fees on file: hourly, flat fee or retainer.
How many fee-only financial advisors in New Hampshire work on retirement planning?
The Wellspent public graph lists 46 fee-only advisors for retirement planning in New Hampshire, at 23 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for retirement planning in New Hampshire located?
Of the 46 fee-only advisors for retirement planning in New Hampshire, 10 are in Bedford, followed by 9 in Portsmouth and 7 in Hanover.
Plus 12 in other cities.
How do fee-only advisors for retirement planning in New Hampshire charge?
The most common fee among fee-only advisors for retirement planning in New Hampshire is a percentage of assets, used by 91% of the 46 with fees on file. Many use more than one: 37% charge fixed fees and 26% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the RICP, CFP and EA. In New Hampshire, 43% of the 46 advisors listed hold the CFP.
- RICP2% in New Hampshire
- The RICP is built around retirement income specifically.
- CFP43% in New Hampshire
- The CFP covers income, tax, insurance, and estate decisions together.
- EA4% in New Hampshire
- Enrolled agents help with Roth conversions and withdrawal order.
- CPA2% in New Hampshire
- CPAs help with the tax side of withdrawals.
How do New Hampshire advisors for retirement planning compare with the rest of the US?
26% of fee-only advisors for retirement planning in New Hampshire charge by the hour, compared with 45% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are New Hampshire. Light bars are all US advisors for retirement planning.
Does New Hampshire tax retirement income?
No. New Hampshire has no state income tax, so retirement account withdrawals and pensions aren't taxed at the state level.
What should I ask a financial advisor about retirement planning in New Hampshire?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- Would you plan differently if I might move to another state in retirement?
How current is this list of fee-only advisors for retirement 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.
All 46 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Rachel DeCarolis | Northstar Financial Planning | Windham | CDFA, CeFT, CFP, MBA | Percentage of assets, Ongoing planning fee |
| Evan Marquis | Milestone Financial Planning, LLC | Bedford | CFP, EA, RICP, MSFP | Percentage of assets, Ongoing planning fee |
| Brett Croft | Croft Financial Planning | Newbury | CFA, CFP, CTFA | Hourly, One-time planning fee |
| Jared Hoole | Lakeside Financial Planning, LLC | Windham | CFP, MST | Percentage of assets, Ongoing planning fee |
| Kristen Vernace | Pathways Financial Planning | Portsmouth | CFP, CDFA | Hourly, Flat fee or retainer |
| David Mayes | Three Bearings Fiduciary Advisors, Inc. | Hampton | CFP, CRPC, CRPS, EA | Percentage of assets, Hourly |
| Sarah Anderson | The Foundry Financial Group, Inc. | Laconia | CFP, ChFC, CLU | Percentage of assets, Ongoing planning fee |
| Inna Rivilis | Sunflower Financial Planning, LLC | Windham | CFP, MSFP | One-time planning fee, Ongoing planning fee |
| Anna Witten | Aurelius Family Office | Bedford | CFP | Percentage of assets, Fixed fees |
| Robert Maloney | Squam Lakes Financial Advisors, LLC | Holderness | AEP, MSFS | Ongoing planning fee, Hourly |
| Robin Brigham | Hager Investment Management Services | New London | CFP | Percentage of assets |
| Christopher June | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| David Snyder | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Gregory Norris | Apex Investment Group | Georges Mills | CFP | Percentage of assets |
| Jeffrey Williams | Fairscale Capital | Nashua | CFP | Percentage of assets, Hourly |
| Madalyn Dow | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Matthew Dattilio | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Samuel Graham | Sweeney Financial Advisors | Bedford | CFP | Percentage of assets |
| Zuzana Brochu | Mascoma Wealth Management | Hanover | CFP | Percentage of assets |
| Elaine Morgillo | Flying Point Financial | Portsmouth | CFP | Percentage of assets, Hourly |
| Andrew Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Glenn Sweeney | Sweeney Financial Advisors | Manchester | CFA | 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 |
| Michael Bechtold | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Paul Pignone | Beck Bode | Salem | CFP, ChFC | Percentage of assets, Fixed fees |
| Peter Hager | Hager Investment Management Services | New London | Not listed | Percentage of assets |
| Susan Winchester | Mascoma Wealth Management | Hanover | ChFC | Percentage of assets |
| Alexander Thompson | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Amanda Spencer | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Dyllin Moulton | Fairscale Capital | Nashua | Not listed | Percentage of assets, Hourly |
| Jeffrey Nowell | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Logan Pettus | Sweeney Financial Advisors | Bedford | Not listed | Percentage of assets |
| Michael Hemingway | Mascoma Wealth Management | Hanover | Not listed | Percentage of assets |
| Travis Broadhurst | Sweeney Financial Advisors | Bedford | Not listed | 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 |
| Edward Parolisi | Ironwood Wealth Management | Rye | Not listed | Percentage of assets, Fixed fees |
| Hilton Kelly | Tall Trees Wealth | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Karen O'Donoghue | Beck Bode | Portsmouth | Not listed | Percentage of assets, Fixed fees |
| Mark Hideriotis | Financial Management Associates | Windham | Not listed | Percentage of assets, Hourly |
| John Degan | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| Nicholas Drew | Drew Wealth Management | Portsmouth | Not listed | Percentage of assets |
| Weld Butler | Harbor Advisory | Portsmouth | Not listed | Percentage of assets, Hourly |
| Jennifer Degraffenried | Hurst and DeGraffenried Wealth Management | Bedford | Not listed | Percentage of assets |
| Samuel Degraffenried | Hurst and DeGraffenried Wealth Management | Milford | Not listed | Percentage of assets |
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