Fee-OnlyFinder

Advisers in Concord, NH

6 advisers in Concord — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (4)

All advisers

Atlas Fiduciary Services, INC.214 N. State Street, Unit 1 · Concord, NH 03301 · (603) 581-7125 · Financial planningCRD 321271 · % of assets, Hourly charges · $269.3 million AUMSEC registeredNo commissions reportedCapitol Wealth Management3 North Spring St Suite 200 · Concord, NH 03301 · (603) 715-2664 · Financial planningCRD 287875 · % of assets, Fixed fees · $42.3 million AUMState registeredNo commissions reportedCarlson InvestmentsTwo Capital Plaza, Suite 404 · Concord, NH 03301 · (603) 224-5977 · Financial planningCRD 105729 · % of assets · $735.5 million AUMSEC registeredNo commissions reportedKcs Advisors, LLC100 North Main Street, Suite 505 · Concord, NH 03301 · (603) 219-0771 · Hourly feesCRD 128005 · % of assets, Hourly charges · $89.5 million AUMState registeredNo commissions reportedValpey Financial Services LLC100 North Main Street Suite 500 · Concord, NH 03301 · (603) 856-7945 · Financial planningCRD 154154 · % of assets, Hourly charges · $226.0 million AUMSEC registeredNo commissions reportedWhitegate Investment Counselors, INC.143 North Main Street, Suite 203 · Concord, NH 03301 · (603) 228-5471 · Hourly feesCRD 107732 · % of assets, Hourly charges · $545.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Concord? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.