Fee-OnlyFinder

Piscataqua Research INC.

Flat / fixed fees in Portsmouth, NH

State registeredNo commissions reported

Call (603) 431-7872Send a messageMap ↗

Public-record details

Address
1 New Hampshire Avenue, Suite 125, Portsmouth, NH 03801
Phone
(603) 431-7872
Listed under
Flat / fixed fees
CRD number
110617
Registration
State registered: NH
Compensation (Form ADV 5.E)
Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Selection of other advisers
Clients reported (Form ADV 5.D)
Fewer than 5
Employees
1
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-30

State registered (NH) investment adviser, CRD 110617, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Portsmouth

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 reported

All 28 in Portsmouth →