Fiduciary advisors in New Hampshire

74registered advisers
70fee-only verified

Neither earned income nor sales are taxed in New Hampshire, making it New England's most tax-friendly state for wealth accumulation. The state has 74 SEC-registered fiduciary advisors, 70 fee-only. Many firms here serve clients who relocated from Massachusetts or Connecticut specifically for tax savings, and cross-border planning is a routine part of the work.

Cities

Bedford12Concord4Exeter5Franklin1Hampton1Hanover6Hollis1Keene2Laconia1Lebanon3Manchester6Nashua3New London1Peterborough1Portsmouth20Salem1Sutton1Walpole2West Lebanon1Windham1Wolfeboro1

Top advisors

AFFINITY INVESTMENT GROUP, LLC

Clean RecordAlso Compensated via Product Sales
Exeter, New HampshireCRD #117191
Typical Fee--
AUM$515M
Minimum--
Clients1,550

AMERICAN TRUST INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lebanon, New HampshireCRD #114439
Typical Fee--
AUM$497M
Minimum--
Clients277

APEX WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #317091
Typical Fee--
AUM$191M
Minimum--
Clients271

ARCADIA WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, New HampshireCRD #284925
Typical Fee--
AUM$446M
Minimum--
Clients2,014

ATLAS FIDUCIARY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, New HampshireCRD #321271
Typical Fee--
AUM$269M
Minimum--
Clients122

AURELIUS FAMILY OFFICE, LLC

Also Compensated via Product Sales
Bedford, New HampshireCRD #323016
Typical Fee1.25%
AUM$266M
Minimum--
Clients660

BARTLEY FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #124293
Typical Fee--
AUM$140M
Minimum--
Clients597

BCAS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #105666
Typical Fee--
AUM$388M
Minimum--
Clients638

BEXIL ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walpole, New HampshireCRD #154387
Typical Fee--
AUM$307M
Minimum--
Clients1

BIRCH FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Keene, New HampshireCRD #332057
Typical Fee1.25%
AUM$265M
Minimum--
Clients652

BLUELINE ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exeter, New HampshireCRD #164642
Typical Fee--
AUM$211M
Minimum--
Clients464

BLUESTONE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Keene, New HampshireCRD #137959
Typical Fee--
AUM$273M
Minimum--
Clients118

BRENDEL FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hanover, New HampshireCRD #288927
Typical Fee--
AUM$226M
Minimum--
Clients650

BROPHY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #169894
Typical Fee--
AUM$513M
Minimum--
Clients1,177

CAPITAL DESIGN PRIVATE WEALTH LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #300472
Typical Fee--
AUM$91M
Minimum--
Clients466

CARLSON INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Concord, New HampshireCRD #105729
Typical Fee--
AUM$695M
Minimum--
Clients901

CHARTER OAK CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #120870
Typical Fee--
AUM$1.4B
Minimum--
Clients1,359

CMH WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #150138
Typical Fee--
AUM$813M
Minimum--
Clients704

COHEN INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #168595
Typical Fee--
AUM$226M
Minimum--
Clients758

CONSERVATION RESOURCE PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exeter, New HampshireCRD #160706
Typical Fee--
AUM$778M
Minimum--
Clients5

CORNERSTONE FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #129656
Typical Fee--
AUM$336M
Minimum--
Clients968

CREEGAN & NASSOURA FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #116663
Typical Fee--
AUM$282M
Minimum--
Clients367

CURBSTONE FINANCIAL MANAGEMENT CORP.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, New HampshireCRD #13348
Typical Fee--
AUM$385M
Minimum--
Clients606

DAVID WENDELL ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #106664
Typical Fee--
AUM$1.3B
Minimum--
Clients482

DAVIS WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Salem, New HampshireCRD #287736
Typical Fee--
AUM$159M
Minimum--
Clients460

ELDRIDGE INVESTMENT ADVISORS INC

Fee-Only, No ConflictsClean Record
Manchester, New HampshireCRD #106380
Typical Fee--
AUM$791M
Minimum--
Clients969

ESSENTIAL PLANNING, LLC

Fee-OnlyAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #106651
Typical Fee--
AUM$440M
Minimum--
Clients1,995

FAIRSCALE CAPITAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Nashua, New HampshireCRD #165535
Typical Fee--
AUM$208M
Minimum--
Clients534

FOUR TREE ISLAND ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #158851
Typical Fee--
AUM$163M
Minimum--
Clients56

FUTUREMONEY RIA

Fee-Only, No ConflictsClean Record
Manchester, New HampshireCRD #329835
Typical Fee--
AUM$463K
Minimum--
Clients8,174

GLENWOOD INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Manchester, New HampshireCRD #132950
Typical Fee--
AUM$171M
Minimum--
Clients943

GLOBAL FOREST PARTNERS LP

Fee-Only, No ConflictsClean Record
Lebanon, New HampshireCRD #127064
Typical Fee--
AUM$3.7B
Minimum--
Clients19

GRANITE BAY WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #174765
Typical Fee--
AUM$445M
Minimum--
Clients1,545

GRANITE STATE RETIREMENT PLANNING, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #141899
Typical Fee--
AUM$132M
Minimum--
Clients486

GRANITE VALUE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hanover, New HampshireCRD #150169
Typical Fee--
AUM$95M
Minimum--
Clients184

GROVE STREET FIDUCIARY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Peterborough, New HampshireCRD #107703
Typical Fee--
AUM$363M
Minimum--
Clients1,164

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New London, New HampshireCRD #117097
Typical Fee--
AUM$222M
Minimum--
Clients178

HARBOR ADVISORY CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #105151
Typical Fee--
AUM$444M
Minimum--
Clients403

HEPWORTH EQUITY PARTNERS, LLC

Fee-Only, No Conflicts
Wolfeboro, New HampshireCRD #145774
Typical Fee3.00%
AUM$120M
Minimum$500,000
Clients391

IMPAX ASSET MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Portsmouth, New HampshireCRD #114335
Typical Fee--
AUM$8.9B
Minimum--
Clients27

INDEPENDENCE FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Franklin, New HampshireCRD #156305
Typical Fee1.00%
AUM$464M
Minimum--
Clients3,065

JMH WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hanover, New HampshireCRD #139294
Typical Fee--
AUM$124M
Minimum--
Clients203

LEDGEWOOD WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Exeter, New HampshireCRD #109049
Typical Fee--
AUM$217M
Minimum--
Clients256

LOUDON INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
West Lebanon, New HampshireCRD #113641
Typical Fee--
AUM$222M
Minimum--
Clients173

LUMBARD & KELLNER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hollis, New HampshireCRD #117196
Typical Fee--
AUM$357M
Minimum--
Clients122

MASCOMA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hanover, New HampshireCRD #174907
Typical Fee--
AUM$568M
Minimum--
Clients1,185

MATRIX CAPITAL MANAGEMENT COMPANY, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #160066
Typical Fee--
AUM$5.0B
Minimum--
Clients4

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #170442
Typical Fee--
AUM$464M
Minimum--
Clients1,305

MICHAEL D. TAXMAN INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hanover, New HampshireCRD #126670
Typical Fee2.00%
AUM$137M
Minimum--
Clients76

MIDAS MANAGEMENT CORPORATION

Fee-OnlyClean RecordAlso Compensated via Product Sales
Walpole, New HampshireCRD #108237
Typical Fee--
AUM$93M
Minimum--
Clients3
View all 74 advisors in New Hampshire
Fiduciary Financial Advisors in New Hampshire | FiduciaryListings