Fee-OnlyFinder

Advisers in Lebanon, NH

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

All advisers

American Trust Investment Advisors, LLCOne Court Street, Suite 270 · Lebanon, NH 03766 · (603) 448-6415 · % of assets managedCRD 114439 · % of assets · $303.5 million AUMSEC registeredNo commissions reportedDattilio & Ash Capital Management, LLC23 Bank Street · Lebanon, NH 03766 · (603) 448-6047 · Flat / fixed feesCRD 289117 · % of assets, Fixed fees · $18.3 million AUMState registeredNo commissions reportedThe Wealth Conservatory29 School Street · Lebanon, NH 03766 · (800) 472-1844 · Financial planningCRD 115932 · % of assets, Hourly charges, Fixed fees · $138.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Lebanon? 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.