CARLSON INVESTMENTS
Concord, NH
AUM
$735.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
603-224-5977
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NH, CONCORD
5 advisers found
ATLAS FIDUCIARY SERVICES, INC.
Concord, NH
AUM
$269.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
603-581-7125
VALPEY FINANCIAL SERVICES LLC
Concord, NH
AUM
$226.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
603-856-7945
CAPITOL WEALTH MANAGEMENT
Concord, NH
AUM
$42.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(603) 715-2664
ALTUS INVESTMENT GROUP
Concord, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
603-223-6726