Fee-OnlyFinder

Advisers in Keene, NH

2 advisers in Keene — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Birch Financial Group149 Emerald St, Suite M2/m3 · Keene, NH 03431 · (603) 338-3838 · Financial planningCRD 332057 · % of assets, Hourly charges, Fixed fees · $264.7 million AUMSEC registeredNo commissions reportedBluestone Wealth Management LLC67 Winter Street · Keene, NH 03431 · (603) 499-4737 · Financial planningCRD 137959 · % of assets, Fixed fees · $272.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Keene? 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.