Fiduciary advisors in Concord, NH
4 registered advisers
New Hampshire's fiduciary advisory landscape extends beyond its largest cities. Concord alone has 4 SEC-registered fiduciary firms, 4 of them fee-only.
ATLAS FIDUCIARY SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$269M
Minimum--
Clients122
CARLSON INVESTMENTS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$695M
Minimum--
Clients901
VALPEY FINANCIAL SERVICES LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$199M
Minimum--
Clients594
WHITEGATE INVESTMENT COUNSELORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$546M
Minimum--
Clients497