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Advisers in Windham, NH

4 advisers in Windham — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)

All advisers

Financial Management Associates, LLC55 Enterprise Drive · Windham, NH 03087 · (978) 687-2867 · Financial planningCRD 327502 · % of assets, Hourly charges, Fixed fees · $135.8 million AUMSEC registeredNo commissions reportedNorthstar Financial Planning, LLC112 Range Road · Windham, NH 03087 · (603) 458-2776 · Financial planningCRD 117205 · % of assets, Fixed fees · $275.8 million AUMSEC registeredNo commissions reportedTrinexus Capital, LLC115 Indian Rock Road, #6 · Windham, NH 03087 · (603) 260-3291 · Financial planningCRD 298365 · % of assets · $16.8 million AUMState registeredNo commissions reportedVandeventer & Company37 a Turtlerock Road, a · Windham, NH 03087 · (603) 893-1337 · % of assets managedCRD 117479 · % of assets · $21.8 million AUMState registeredNo commissions reported
Talking to advisers in Windham? 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.