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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NH
100 advisers found
THE FOUNDRY FINANCIAL GROUP, INC.
Laconia, NH
AUM
$284.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-528-5171
NORTHSTAR FINANCIAL PLANNING, LLC
Windham, NH
AUM
$275.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-458-2776
BLUESTONE WEALTH MANAGEMENT LLC
Keene, NH
AUM
$272.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
603-499-4737
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
BIRCH FINANCIAL GROUP
Keene, NH
AUM
$264.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
603-338-3838
BRENDEL FINANCIAL ADVISORS LLC
Hanover, NH
AUM
$260.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
603-643-4441
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
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
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
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
New London, NH
AUM
$221.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-526-4099
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
FAIRSCALE CAPITAL, LLC
Nashua, NH
AUM
$207.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
603-318-7337
GLENWOOD INVESTMENT GROUP, LLC
Manchester, NH
AUM
$199.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
603-606-3391
DAVIS WEALTH ADVISORS
Salem, NH
AUM
$197.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-836-3477
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
SECURE PLANNING
Portsmouth, NH
AUM
$187.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
603-433-5515
PEAK WEALTH MANAGEMENT LLC
Nashua, NH
AUM
$156.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
603-488-2476
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
THE WEALTH CONSERVATORY
Lebanon, NH
AUM
$138.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
800-472-1844
FINANCIAL MANAGEMENT ASSOCIATES, LLC
Windham, NH
AUM
$135.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-687-2867
MIDDLE STREET CAPITAL, LLC
Newfields, NH
AUM
$132.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
603-531-3773