Fiduciary advisors in Bedford, NH
12 registered advisers
Bedford is a tax-advantaged New Hampshire community (no income or sales tax) that attracts high-earners from across New England, and 12 SEC-registered fiduciary firms serve local investors. Among them, 11 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Local investors can compare fee structures, disciplinary records, and AUM data for each firm in the directory below.
APEX WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$191M
Minimum--
Clients271
AURELIUS FAMILY OFFICE, LLC
Also Compensated via Product SalesTypical Fee1.25%
AUM$266M
Minimum--
Clients660
BARTLEY FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$140M
Minimum--
Clients597
BCAS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$388M
Minimum--
Clients638
BROPHY WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$513M
Minimum--
Clients1,177
COHEN INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$226M
Minimum--
Clients758
GRANITE STATE RETIREMENT PLANNING, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$132M
Minimum--
Clients486
MILESTONE FINANCIAL PLANNING, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$590M
Minimum--
Clients1,223
NORTHEAST PLANNING ASSOCIATES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$328M
Minimum--
Clients1,467
ROBBINS FARLEY LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$225M
Minimum--
Clients680
THE EIDEARD GROUP, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$181M
Minimum--
Clients189
THE HARBOR GROUP, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients3,608