Advisers in Exeter, NH

3 advisers in Exeter — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Blueline Advisors99 Water Street, Suite 3 · Exeter, NH 03833 · (603) 418-0940 · Financial planningCRD 164642 · % of assets, Fixed fees · $247.2 million AUMSEC registeredNo commissions reported Ledgewood Wealth Advisors, LLC92 Portsmouth Avenue, Suite 15 · Exeter, NH 03833 · (603) 773-0080 · Financial planningCRD 109049 · % of assets, Hourly charges, Fixed fees · $216.8 million AUMSEC registeredNo commissions reported Summit Wealth Group LLC20b Hampton Road · Exeter, NH 03833 · (802) 295-5300 · Financial planningCRD 282205 · % of assets, Hourly charges, Fixed fees · $761.9 million AUMSEC registeredNo commissions reported

Talking to advisers in Exeter? 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.