THE HARBOR GROUP, INC.
Bedford, NH
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-668-0634
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NH, BEDFORD
14 advisers found
MILESTONE FINANCIAL PLANNING, LLC
Bedford, NH
AUM
$590.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-589-8010
BROPHY WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$532.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(603) 668-2303
BCAS
Bedford, NH
AUM
$465.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-668-4353
NORTHEAST PLANNING ASSOCIATES, INC.
Bedford, NH
AUM
$414.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
69 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(603) 471-0900
AURELIUS FAMILY OFFICE, LLC
Bedford, NH
AUM
$315.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-413-6060
COHEN INVESTMENT ADVISORS, LLC
Bedford, NH
AUM
$259.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 232-8350
ROBBINS FARLEY LLC
Bedford, NH
AUM
$252.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-703-0255
APEX WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$191.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
603-488-2475
THE EIDEARD GROUP, LLC
Bedford, NH
AUM
$158.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +3 more
603-471-9909
BARTLEY FINANCIAL ADVISORS, LLC
Bedford, NH
AUM
$151.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-625-9900
GRANITE STATE RETIREMENT PLANNING, INC.
Bedford, NH
AUM
$143.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
603-472-4447
BAY POINT FINANCIAL, LLC
Bedford, NH
AUM
$93.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
603-626-6699
JTD FINANCIAL SERVICES, LLC
Bedford, NH
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
603-641-1010