# Financial advisors for tax planning in New Hampshire > For tax planning in New Hampshire, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and David Mayes of Three Bearings Fiduciary Advisors, Inc.. Page: https://find.wellspent.co/specialties/tax-planning/new-hampshire/ 37 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 tax planning in New Hampshire? For tax planning in New Hampshire, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Evan Marquis of Milestone Financial Planning, LLC, Robert Bartley of Bartley Financial Advisors and David Mayes of Three Bearings Fiduciary Advisors, Inc.. - [Evan Marquis](https://find.wellspent.co/advisors/evan-marquis/), Milestone Financial Planning, LLC, Bedford. Holds the EA, CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [Robert Bartley](https://find.wellspent.co/advisors/robert-bartley/), Bartley Financial Advisors, Bedford. Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee. - [David Mayes](https://find.wellspent.co/advisors/david-mayes/), Three Bearings Fiduciary Advisors, Inc., Hampton. Holds the EA and CFP. Fees on file: percentage of assets, hourly. - [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. - [Matt Sheers](https://find.wellspent.co/advisors/matt-sheers/), Sheer Empowerment Financial, Plymouth. Holds the CFP. Fees on file: subscription, one-time planning fee. ## How many fee-only financial advisors in New Hampshire work on tax planning? The Wellspent public graph lists 37 fee-only advisors for tax planning in New Hampshire, at 18 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for tax planning in New Hampshire located? Of the 37 fee-only advisors for tax planning in New Hampshire, 10 are in Bedford, followed by 8 in Hanover and 4 in New London. ## How do fee-only advisors for tax planning in New Hampshire charge? The most common fee among fee-only advisors for tax planning in New Hampshire is a percentage of assets, used by 95% of the 37 with fees on file. Many use more than one: 27% charge fixed fees and 19% charge by the hour. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the EA, CPA and CFP. In New Hampshire, 57% of the 37 advisors listed hold the CFP. - EA (5% of advisors listed): Enrolled agents are licensed by the IRS and focus on tax. - CPA (5% of advisors listed): CPAs bring broad tax and accounting depth. - CFP (57% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do New Hampshire advisors for tax planning compare with the rest of the US? 27% of fee-only advisors for tax planning in New Hampshire charge fixed fees, compared with 50% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What should I ask a financial advisor about tax planning in New Hampshire? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - If I've worked in other states, what could I still owe there? ## How current is this list of fee-only advisors for tax 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 | | [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 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 | | [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 | | [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 | | [Laura Schenkel](https://find.wellspent.co/advisors/laura-schenkel.md) | VaMa Oak Wealth | Atkinson, New Hampshire | CFP | Percentage of assets, Fixed fees | | [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 | | [Travis Broadhurst](https://find.wellspent.co/advisors/travis-broadhurst.md) | Sweeney Financial Advisors | Bedford, New Hampshire | | Percentage of assets | | [Christine Clinton-Catlin](https://find.wellspent.co/advisors/christine-clinton-catlin.md) | Bluestone Wealth Management | Keene, New Hampshire | | Percentage of assets | | [Edward Parolisi](https://find.wellspent.co/advisors/edward-parolisi.md) | Ironwood Wealth Management | Rye, New Hampshire | | Percentage of assets, Fixed fees | ## Related - [Estate planning in New Hampshire](https://find.wellspent.co/specialties/estate-planning/new-hampshire.md) - [Retirement planning in New Hampshire](https://find.wellspent.co/specialties/retirement-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).