SEC-registered financial advisors in Portsmouth, NH
Common fee types
- 100%Percentage of assets
- 73%Fixed or flat fee
Showing 15 of 15
- Arca Wealth, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Capital Design Private Wealth LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- CMH Wealth Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Cornerstone Financial Planning, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- David Wendell Associates, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Essential Planning, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Four Tree Island Advisory LLC$100M to $500MSEC recordPercentage of assets
- Harbor Advisory Corporation$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Nvest Financial, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Prime Buchholz LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Saltbox Financial LLC$100M to $500MSEC recordPercentage of assetsHourlyOther
- Secure Planning$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
- Steele Street Capital LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Tide Cycle Resources LLC$1B or moreSEC recordPercentage of assets
- Wellesley Asset Management, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.