Fiduciary advisors in Exeter, NH
5 registered advisers
With 5 SEC-registered fiduciary advisors, Exeter is a smaller New Hampshire advisory market. 3 collect fees only, with no commission income.
AFFINITY INVESTMENT GROUP, LLC
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$515M
Minimum--
Clients1,550
BLUELINE ADVISORS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$211M
Minimum--
Clients464
CONSERVATION RESOURCE PARTNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$778M
Minimum--
Clients5
LEDGEWOOD WEALTH ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$217M
Minimum--
Clients256
SUMMIT WEALTH GROUP LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$656M
Minimum--
Clients1,401