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Financial planning in Portsmouth, NH

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

All 18

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 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 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 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 reported
Iacangelo 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 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 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 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 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