Fee-OnlyFinder

Advisers in Salem, NH

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

All advisers

Davis Wealth Advisors12 Stiles Road, Suite 203 · Salem, NH 03079 · (603) 836-3477 · Financial planningCRD 287736 · % of assets, Hourly charges, Fixed fees · $197.1 million AUMSEC registeredNo commissions reportedGassman Financial LLC85 Stiles Road, Suite # 101 · Salem, NH 03079 · (603) 898-3663 · Financial planningCRD 317204 · % of assets · $112.6 million AUMSEC registeredNo commissions reportedSooner Private Financial LLC90 Stiles Road Suite 201 · Salem, NH 03079 · (603) 321-6531 · Financial planningCRD 340648 · % of assets, Hourly charges, Fixed fees · $9.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Salem? 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.