Fee-OnlyFinder

Flat / fixed fees in Portsmouth, NH

18 advisers in Portsmouth offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

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 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 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 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 reportedOption Research & Technology Services, LLC36 Maplewood Ave. · Portsmouth, NH 03801 · (312) 986-1060 · Flat / fixed feesCRD 293933 · Fixed feesSEC 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 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