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 Wealth Management advisors in NH, CONCORD
6 advisers found
WHITEGATE INVESTMENT COUNSELORS, INC.
Concord, NH
AUM
$545.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
603-228-5471
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
KCS ADVISORS, LLC
Concord, NH
AUM
$89.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
603-219-0771
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