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Wellspent public graph/Specialties/Tax planning/New Hampshire

Financial advisors for tax planning in New Hampshire

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..

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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 EA, CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
  • Robert Bartley Bartley Financial Advisors, Bedford Holds the CPA and CFP. Fees on file: percentage of assets, ongoing planning fee.
  • David Mayes Three Bearings Fiduciary Advisors, Inc., Hampton Holds the EA and CFP. Fees on file: percentage of assets, hourly.
  • Brett Croft Croft Financial Planning, Newbury Holds the CFP. Fees on file: hourly, one-time planning fee.
  • Peter Ankeny Wolf Pine Capital, Portsmouth Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
  • 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.

  • Bedford 10
  • Hanover 8
  • New London 4
  • Nashua 3
  • Windham 2

Plus 10 in other cities.

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.

EA5% in New Hampshire
Enrolled agents are licensed by the IRS and focus on tax.
CPA5% in New Hampshire
CPAs bring broad tax and accounting depth.
CFP57% in New Hampshire
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.

  • Hold the EA 5% 2%
  • Hold the CPA 5% 3%
  • Hold the CFP 57% 50%
  • Charge a percentage of assets 95% 87%
  • Charge fixed fees 27% 50%
  • Charge by the hour 19% 41%

Dark bars are New Hampshire. Light bars are all US advisors for tax planning.

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?

  1. Do you prepare my return, or coordinate with my preparer?
  2. Will you give me a written multi-year tax projection?
  3. What tax decisions would you want to make with me before year end?
  4. How do you weigh tax savings against investment risk?
  5. 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.

All 37 advisors

Fee-only advisors for tax planning in New Hampshire: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matt Sheers Flat-fee, advice-only planning for mid-career individuals and couples working through career changes, growing families or business ownership. Sheer Empowerment Financial Plymouth CFP, CFA Subscription, One-time planning fee
Peter Ankeny Wolf Pine Capital Portsmouth CFP Percentage of assets, Flat fee or retainer
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
Robert Bartley Bartley Financial Advisors Bedford CFP, CPA Percentage of assets, Ongoing planning fee
David Mayes Three Bearings Fiduciary Advisors, Inc. Hampton CFP, CRPC, CRPS, EA Percentage of assets, Hourly
Sally Boyle SJ Boyle Wealth Planning HANOVER CDFA, CFP, ChFC Percentage of assets, Fixed fees
Anna Witten Aurelius Family Office Bedford CFP Percentage of assets, Fixed fees
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
Elizabeth Catlin Bluestone Wealth Management Keene CFP Percentage of assets
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
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
Laura Schenkel VaMa Oak Wealth Atkinson CFP Percentage of assets, Fixed fees
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
Christine Clinton-Catlin Bluestone Wealth Management Keene Not listed Percentage of assets
Edward Parolisi Ironwood Wealth Management Rye Not listed Percentage of assets, Fixed fees

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