Fiduciary advisors in Portsmouth, NH

20 registered advisers

Portsmouth is a seacoast city with no state income or sales tax, attracting advisors who serve New England's tax-conscious high-earners, and 20 SEC-registered fiduciary firms serve local investors. The fee-only share stands at 95%, with 19 firms declining all forms of commission-based compensation.

CAPITAL DESIGN PRIVATE WEALTH LLC

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

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

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

DAVID WENDELL ASSOCIATES, INC.

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

ESSENTIAL PLANNING, LLC

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

FOUR TREE ISLAND ADVISORY LLC

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

GRANITE BAY WEALTH MANAGEMENT, LLC

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

HARBOR ADVISORY CORPORATION

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

IMPAX ASSET MANAGEMENT LLC

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

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

NVEST FINANCIAL, LLC

Fee-OnlyAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #128868
Typical Fee--
AUM$523M
Minimum--
Clients1,244

OPTION RESEARCH & TECHNOLOGY SERVICES, LLC

Fee-Only, No ConflictsClean Record
Portsmouth, New HampshireCRD #293933
Typical Fee--
AUM--
Minimum--
Clients--

PRIME BUCHHOLZ LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #106455
Typical Fee--
AUM$10.9B
Minimum--
Clients80

SEASCAPE CAPITAL MANAGEMENT,LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #126928
Typical Fee--
AUM$400M
Minimum--
Clients716

SECURE PLANNING

Clean RecordAlso Compensated via Brokerage
Portsmouth, New HampshireCRD #42179
Typical Fee--
AUM$169M
Minimum--
Clients868

TIDE CYCLE RESOURCES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #330698
Typical Fee--
AUM$1.6B
Minimum--
Clients1

WELLESLEY ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Portsmouth, New HampshireCRD #116176
Typical Fee--
AUM$2.1B
Minimum--
Clients1,478
Fiduciary Advisors in Portsmouth, New Hampshire | FiduciaryListings