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Financial planning in Concord, NH

4 advisers in Concord offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 4

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 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 reported