Fee-OnlyFinder

Advisers in Portsmouth, NH

28 advisers in Portsmouth — 28 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (18)Hourly fees (12)Flat / fixed fees (18)% of assets managed (26)Retirement plan consulting (5)

All advisers

Arca Wealth, LLC22 Deer Street, Suite 200 · Portsmouth, NH 03801 · (603) 610-8881 · Financial planningCRD 174765 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedBenchmark Capital Management Corporation386 State Street · Portsmouth, NH 03801 · (603) 433-1984 · % of assets managedCRD 117460 · % of assets · $19.5 million AUMState registeredNo commissions reportedCapital Design Private Wealth LLC36 Maplewood Avenue · Portsmouth, NH 03801 · (603) 610-8290 · Financial planningCRD 300472 · % of assets, Fixed fees · $96.0 million AUMSEC registeredNo commissions reportedCmh Wealth Management, LLC100 Market Street, Suite 201 · Portsmouth, NH 03801 · (603) 379-8161 · Financial planningCRD 150138 · % of assets, Fixed fees · $813.4 million AUMSEC registeredNo commissions reportedCornerstone Financial Planning, LLC8 Greenleaf Woods Dr., Suite 202 · Portsmouth, NH 03801 · (603) 431-1133 · Financial planningCRD 129656 · % of assets, Hourly charges, Fixed fees · $400.7 million AUMSEC registeredNo commissions reportedDavid Wendell Associates, INC.1 New Hampshire Avenue, Suite 300 · Portsmouth, NH 03801 · (603) 427-0200 · Flat / fixed feesCRD 106664 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedDrew Wealth Management36 Maplewood Ave · Portsmouth, NH 03801 · (603) 507-6344 · Financial planningCRD 332366 · % of assets · $89.7 million AUMState registeredNo commissions reportedEssential Planning, LLC500 Market Street, Unit 1d · Portsmouth, NH 03801 · (603) 427-5164 · Financial planningCRD 106651 · % of assets, Hourly charges, Fixed fees · $524.4 million AUMSEC registeredNo commissions reportedEstate Planners of New England, LLC1 New Hampshire Ave, Suite 125 · Portsmouth, NH 03801 · (603) 766-4951 · Financial planningCRD 133353 · % of assets, Fixed fees · $52.0 million AUMState registeredNo commissions reportedF3 Capital155 Fleet Street, Suite 5 · Portsmouth, NH 03801 · (978) 808-1586 · Financial planningCRD 316735 · % of assets, Hourly charges, Fixed fees · $35.6 million AUMState registeredNo commissions reported
Four Tree Island Advisory LLC126 Daniel Street, Suite 120 · Portsmouth, NH 03801 · (603) 427-8053 · % of assets managedCRD 158851 · % of assets · $182.2 million AUMSEC registeredNo commissions reportedGolden Financial ServicesOne New Hampshire Ave, #125 · Portsmouth, NH 03801 · (603) 758-1755 · Financial planningCRD 132256 · % of assets, Hourly charges, Fixed fees · $64.1 million AUMState registeredNo commissions reportedHarbor Advisory Corporation500 Market St., Suite 1a · Portsmouth, NH 03801 · (603) 431-5740 · Financial planningCRD 105151 · % of assets, Hourly charges, Fixed fees · $480.9 million AUMSEC registeredNo commissions reportedIacangelo Financial Group, LLC170 Commerce Way, Suite 200 · Portsmouth, NH 03801 · (732) 383-8983 · Financial planningCRD 166784 · % of assets, Fixed fees, Other · $25.8 million AUMState registeredNo commissions reportedIntegrated Wealth Management, LLC155 Fleet Street · Portsmouth, NH 03801 · (603) 570-4835 · Financial planningCRD 285838 · % of assets · $62.6 million AUMState registeredNo commissions reportedModern Financial Wellness36 Maplewood Ave. · Portsmouth, NH 03801 · (603) 610-8250 · Financial planningCRD 334087 · % of assets, Hourly charges, Fixed fees · $32.8 million AUMState registeredNo commissions reportedN.a.s. Capital LLC155 Fleet Street · Portsmouth, NH 03801 · (603) 205-1465 · % of assets managedCRD 297630 · % of assets, Performance-based fees · $20.7 million AUMState registeredNo commissions reportedNvest Financial, LLCTwo International Drive, Suite 110 · Portsmouth, NH 03801 · (207) 985-8585 · Financial planningCRD 128868 · % of assets, Hourly charges, Fixed fees · $688.3 million AUMSEC registeredNo commissions reportedOdiorne Point Asset Management, LLC155 Fleet Street · Portsmouth, NH 03801 · (603) 502-8585 · % of assets managedCRD 324617 · % of assets · $65.9 million AUMState registeredNo commissions reportedOption Research & Technology Services, LLC36 Maplewood Ave. · Portsmouth, NH 03801 · (312) 986-1060 · Flat / fixed feesCRD 293933 · Fixed feesSEC registeredNo commissions reportedPatriot Advisory Group1 New Hampshire Avenue, Suite 125 · Portsmouth, NH 03801 · (603) 766-1936 · Financial planningCRD 120649 · % of assets, Hourly charges · $22.6 million AUMState registeredNo commissions reportedPiscataqua Research INC.1 New Hampshire Avenue, Suite 125 · Portsmouth, NH 03801 · (603) 431-7872 · Flat / fixed feesCRD 110617 · Fixed feesState registeredNo commissions reportedPrime Buchholz LLC273 Corporate Drive, Suite 250 · Portsmouth, NH 03801 · (603) 433-1143 · Flat / fixed feesCRD 106455 · % of assets, Fixed fees, Other · $14.1 billion AUMSEC registeredNo commissions reportedSaltbox Financial LLC135 McDonough Street, Suite 335 · Portsmouth, NH 03801 · (978) 572-2071 · Financial planningCRD 130882 · % of assets, Hourly charges, Other · $104.6 million AUMSEC registeredNo commissions reportedSteele Street Capital LLC875 Greenland Road, Unit A11 · Portsmouth, NH 03801 · (207) 475-0060 · Financial planningCRD 331520 · % of assets, Hourly charges, Fixed fees · $140.5 million AUMSEC registeredNo commissions reportedTide Cycle Resources LLC36 Maplewood Ave · Portsmouth, NH 03801 · (207) 752-7970 · % of assets managedCRD 330698 · % of assets · $1.9 billion AUMSEC registeredNo commissions reportedWellesley Asset Management, INC.100 Market Street, Suite 203 · Portsmouth, NH 03801 · (781) 416-4000 · % of assets managedCRD 116176 · % of assets, Performance-based fees · $2.0 billion AUMSEC registeredNo commissions reportedWolf Pine Capital36 Maplewood Ave · Portsmouth, NH 03801 · (603) 314-8308 · Financial planningCRD 330261 · % of assets, Hourly charges, Fixed fees · $19.9 million AUMState registeredNo commissions reported
Talking to advisers in Portsmouth? 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.