THE HARBOR GROUP, INC.
Bedford, NH
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
603-668-0634
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NH
100 advisers found
CHARTER OAK CAPITAL MANAGEMENT
Portsmouth, NH
AUM
$1.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-646-5720
ELDRIDGE INVESTMENT ADVISORS INC
Manchester, NH
AUM
$814.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
603-625-8559
CMH WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$813.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(603) 379-8161
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
CARLSON INVESTMENTS
Concord, NH
AUM
$735.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
603-224-5977
NVEST FINANCIAL, LLC
Portsmouth, NH
AUM
$688.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-985-8585
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
MILESTONE FINANCIAL PLANNING, LLC
Bedford, NH
AUM
$590.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
603-589-8010
GRANITE BAY WEALTH MANAGEMENT, LLC
Portsmouth, NH
AUM
$588.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
603-610-8881
MASCOMA WEALTH MANAGEMENT
Hanover, NH
AUM
$567.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
603-676-8813
BROPHY WEALTH MANAGEMENT, LLC
Bedford, NH
AUM
$532.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(603) 668-2303
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
Portsmouth, NH
AUM
$528.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1444
ESSENTIAL PLANNING, LLC
Portsmouth, NH
AUM
$524.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
603-427-5164
HARBOR ADVISORY CORPORATION
Portsmouth, NH
AUM
$480.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-5740
SEASCAPE CAPITAL MANAGEMENT,LLC
Portsmouth, NH
AUM
$466.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
(603)964-4480
BCAS
Bedford, NH
AUM
$465.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
603-668-4353
INDEPENDENCE FINANCIAL ADVISORS, LLC
Franklin, NH
AUM
$463.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
603-934-4445
ARCADIA WEALTH MANAGEMENT, LLC
Manchester, NH
AUM
$445.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
More than 500
Fees
Percentage of AUM
603-681-9190
NORTHEAST PLANNING ASSOCIATES, INC.
Bedford, NH
AUM
$414.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
69 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(603) 471-0900
GROVE STREET FIDUCIARY, LLC
Peterborough, NH
AUM
$413.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-924-9939
SFM, LLC
Manchester, NH
AUM
$403.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
603-625-8400
CORNERSTONE FINANCIAL PLANNING, LLC
Portsmouth, NH
AUM
$400.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-431-1133
THREE BEARINGS FIDUCIARY ADVISORS, INC.
Hampton, NH
AUM
$350.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
603-926-1775
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