SUMMIT WEALTH GROUP LLC
Exeter, NH
AUM
$761.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
802-295-5300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NH, EXETER
4 advisers found
AFFINITY INVESTMENT GROUP, LLC
Exeter, NH
AUM
$595.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
603-778-6436
BLUELINE ADVISORS
Exeter, NH
AUM
$247.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
603-418-0940
LEDGEWOOD WEALTH ADVISORS, LLC
Exeter, NH
AUM
$216.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-773-0080