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 Sales
Bedford, New HampshireCRD #317091
Typical Fee--
AUM$191M
Minimum--
Clients271

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

BROPHY WEALTH MANAGEMENT, LLC

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

COHEN INVESTMENT ADVISORS, LLC

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

GRANITE STATE RETIREMENT PLANNING, INC.

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

MILESTONE FINANCIAL PLANNING, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #283439
Typical Fee--
AUM$590M
Minimum--
Clients1,223

NORTHEAST PLANNING ASSOCIATES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #131406
Typical Fee--
AUM$328M
Minimum--
Clients1,467

ROBBINS FARLEY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #286581
Typical Fee--
AUM$225M
Minimum--
Clients680

THE EIDEARD GROUP, LLC

Fee-OnlyAlso Compensated via Product Sales
Bedford, New HampshireCRD #139834
Typical Fee--
AUM$181M
Minimum--
Clients189

THE HARBOR GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bedford, New HampshireCRD #105637
Typical Fee--
AUM$1.7B
Minimum--
Clients3,608
Fiduciary Advisors in Bedford, New Hampshire | FiduciaryListings