MODERN FINANCIAL WELLNESS
Portsmouth, NH
AUM
$32.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(603) 610-8250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
40 advisers found
IACANGELO FINANCIAL GROUP, LLC
Portsmouth, NH
AUM
$25.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
732-383-8983
PATRIOT ADVISORY GROUP
Portsmouth, NH
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(603) 766-1936
N.A.S. CAPITAL LLC
Portsmouth, NH
AUM
$20.7M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6032051465
WOLF PINE CAPITAL
Portsmouth, NH
AUM
$19.9M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
603-314-8308
ARBORETUM INVESTMENT ADVISORS, LLC
Portsmouth, NH
AUM
$14.5M
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
603-294-1420
AMERICAN FOUNDRY INVESTMENT ADVISORS
Portsmouth, NH
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
508-864-2175
GULFSTREAM FINANCIAL GROUP LLC
Portsmouth, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 employees
Clients
1-10
Fees
Hourly charges; Fixed fees
603-766-3500
MARDIN CAPITAL GROUP LLC
Portsmouth, NH
AUM
—
Financial Planning
Team
4 advisors
Clients
0
Fees
Fixed fees
603-766-4700
OPTION RESEARCH & TECHNOLOGY SERVICES, LLC
Portsmouth, NH
AUM
—
Trusts & Estates
Team
5 advisors
Clients
—
Fees
Fixed fees
312-986-1060
SIP GLOBAL OPPORTUNITY MANAGER LLC
Portsmouth, NH
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
1-603-825-3150
WHOLE WEALTH MANAGEMENT
Portsmouth, NH
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
603-766-8705
BENCHMARK CAPITAL MANAGEMENT CORPORATION
Portsmouth, NH
AUM
$19.5M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
603-433-1984
Full profileNo website
TIGER BAY MANAGEMENT, INC.
Portsmouth, NH
AUM
—
Fee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Hourly charges · Fixed fees +1 more
603-828-2065
Full profileNo website
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