{ "path": "/advisors/nh/fee-only", "url": "https://advisorcensus.com/advisors/nh/fee-only/page/2", "page_type": "state_fee", "title": "Fee-only financial advisors in New Hampshire", "filters": {}, "scope_total": 95, "faq": [ { "q": "How many financial advisory firms are there in New Hampshire?", "a": "AdvisorCensus lists 211 investment advisory firms with a principal office in New Hampshire, from Form ADV filings as of October 2026: 86 SEC-registered, 112 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New Hampshire?", "a": "95 of the 211 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New Hampshire offer financial planning?", "a": "132 of the 198 firms in New Hampshire that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New Hampshire fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 95 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 95 investment advisory firms with a principal office in New Hampshire that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in New Hampshire: 95 firms from Form ADV filings as of October 2026.", "total_firms": 95, "page": 2, "total_pages": 2, "sort": "name", "registration_types": { "sec": 42, "state": 53, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 95 }, { "code": "percentage_of_aum", "count": 83 }, { "code": "hourly", "count": 39 }, { "code": "subscription", "count": 1 }, { "code": "fixed", "count": 51 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 35 }, { "code": "5_to_9", "count": 16 }, { "code": "10_to_19", "count": 26 }, { "code": "20_plus", "count": 18 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 32 }, { "code": "25m_100m", "count": 12 }, { "code": "100m_500m", "count": 31 }, { "code": "500m_1b", "count": 6 }, { "code": "1b_5b", "count": 3 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 11 } ], "firms": [ { "crd_number": 113641, "name": "Loudon Investment Management, LLC", "name_as_filed": "LOUDON INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/loudon-investment-management-llc-west-lebanon-nh-113641", "city": "West Lebanon", "state": "NH", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117196, "name": "Lumbard & Kellner, LLC", "name_as_filed": "LUMBARD & KELLNER, LLC", "url": "https://advisorcensus.com/firm/lumbard-and-kellner-llc-hollis-nh-117196", "city": "Hollis", "state": "NH", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306353, "name": "Manent Capital", "name_as_filed": "MANENT CAPITAL", "url": "https://advisorcensus.com/firm/manent-capital-orford-nh-306353", "city": "Orford", "state": "NH", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342252, "name": "Mardin Capital Group", "name_as_filed": "MARDIN CAPITAL GROUP", "url": "https://advisorcensus.com/firm/mardin-capital-group-rye-nh-342252", "city": "Rye", "state": "NH", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174907, "name": "Mascoma Wealth Management", "name_as_filed": "MASCOMA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/mascoma-wealth-management-hanover-nh-174907", "city": "Hanover", "state": "NH", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284073, "name": "Matthew J Cohen Consulting", "name_as_filed": "MATTHEW J COHEN CONSULTING", "url": "https://advisorcensus.com/firm/matthew-j-cohen-consulting-284073", "city": null, "state": null, "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126670, "name": "Michael D. Taxman Investment Management", "name_as_filed": "MICHAEL D. TAXMAN INVESTMENT MANAGEMENT", "url": "https://advisorcensus.com/firm/michael-d-taxman-investment-management-hanover-nh-126670", "city": "Hanover", "state": "NH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156545, "name": "Mile High Investments, LLC", "name_as_filed": "MILE HIGH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mile-high-investments-llc-portsmouth-nh-156545", "city": "Portsmouth", "state": "NH", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283439, "name": "Milestone Financial Planning, LLC", "name_as_filed": "MILESTONE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/milestone-financial-planning-llc-bedford-nh-283439", "city": "Bedford", "state": "NH", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334087, "name": "Modern Financial Wellness", "name_as_filed": "MODERN FINANCIAL WELLNESS", "url": "https://advisorcensus.com/firm/modern-financial-wellness-portsmouth-nh-334087", "city": "Portsmouth", "state": "NH", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337269, "name": "Momentum Investment Research and Management, LLC", "name_as_filed": "MOMENTUM INVESTMENT RESEARCH AND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/momentum-investment-research-and-management-llc-337269", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329175, "name": "My Holistic Financial Plan", "name_as_filed": "MY HOLISTIC FINANCIAL PLAN", "url": "https://advisorcensus.com/firm/my-holistic-financial-plan-329175", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 160438, "name": "Nashua Capital Management LLC", "name_as_filed": "NASHUA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/nashua-capital-management-llc-nashua-nh-160438", "city": "Nashua", "state": "NH", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299278, "name": "Nintai Investments LLC", "name_as_filed": "NINTAI INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/nintai-investments-llc-299278", "city": null, "state": null, "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146738, "name": "Northport Harbor Financial Services, LLC", "name_as_filed": "NORTHPORT HARBOR FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/northport-harbor-financial-services-llc-litchfield-nh-146738", "city": "Litchfield", "state": "NH", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 117205, "name": "Northstar Financial Planning, LLC", "name_as_filed": "NORTHSTAR FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/northstar-financial-planning-llc-windham-nh-117205", "city": "Windham", "state": "NH", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165465, "name": "Oak Grove Capital, LLC", "name_as_filed": "OAK GROVE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/oak-grove-capital-llc-holderness-nh-165465", "city": "Holderness", "state": "NH", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281036, "name": "Peak Wealth Management LLC", "name_as_filed": "PEAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/peak-wealth-management-llc-nashua-nh-281036", "city": "Nashua", "state": "NH", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110617, "name": "Piscataqua Research Inc.", "name_as_filed": "PISCATAQUA RESEARCH INC.", "url": "https://advisorcensus.com/firm/piscataqua-research-inc-portsmouth-nh-110617", "city": "Portsmouth", "state": "NH", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 146939, "name": "Rational Frontier Advisors, LLC", "name_as_filed": "RATIONAL FRONTIER ADVISORS, LLC", "url": "https://advisorcensus.com/firm/rational-frontier-advisors-llc-146939", "city": null, "state": null, "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110480, "name": "Robert A. Zock & Co.,inc.", "name_as_filed": "ROBERT A. ZOCK & CO.,INC.", "url": "https://advisorcensus.com/firm/robert-a-zock-and-co-inc-sutton-nh-110480", "city": "Sutton", "state": "NH", "years_registered": 50, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 154115, "name": "Rockworth Investment Services LLC", "name_as_filed": "ROCKWORTH INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/rockworth-investment-services-llc-center-conway-nh-154115", "city": "Center Conway", "state": "NH", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 182514, "name": "Round Table Investment Management, LLC", "name_as_filed": "ROUND TABLE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/round-table-investment-management-llc-west-lebanon-nh-182514", "city": "West Lebanon", "state": "NH", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174324, "name": "Sentinel Financial", "name_as_filed": "SENTINEL FINANCIAL", "url": "https://advisorcensus.com/firm/sentinel-financial-freedom-nh-174324", "city": "Freedom", "state": "NH", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174158, "name": "SJ Boyle Wealth Planning, LLC", "name_as_filed": "SJ BOYLE WEALTH PLANNING, LLC", "url": "https://advisorcensus.com/firm/sj-boyle-wealth-planning-llc-hanover-nh-174158", "city": "Hanover", "state": "NH", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167118, "name": "Solari Financial Planning, LLC", "name_as_filed": "SOLARI FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/solari-financial-planning-llc-bedford-nh-167118", "city": "Bedford", "state": "NH", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121325, "name": "Squam Lakes Financial Advisors, LLC", "name_as_filed": "SQUAM LAKES FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/squam-lakes-financial-advisors-llc-121325", "city": null, "state": null, "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301184, "name": "Squam Lakes Investment Management, LLC", "name_as_filed": "SQUAM LAKES INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/squam-lakes-investment-management-llc-301184", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 154107, "name": "Stratton Capital Management, LLC", "name_as_filed": "STRATTON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stratton-capital-management-llc-154107", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 301342, "name": "Sugar Hill Advisors, LLC", "name_as_filed": "SUGAR HILL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sugar-hill-advisors-llc-301342", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329654, "name": "Sunflower Financial Planning, LLC", "name_as_filed": "SUNFLOWER FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/sunflower-financial-planning-llc-windham-nh-329654", "city": "Windham", "state": "NH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116564, "name": "Sweeney Financial Advisors", "name_as_filed": "SWEENEY FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/sweeney-financial-advisors-bedford-nh-116564", "city": "Bedford", "state": "NH", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116823, "name": "The Foundry Financial Group, Inc.", "name_as_filed": "THE FOUNDRY FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/the-foundry-financial-group-inc-laconia-nh-116823", "city": "Laconia", "state": "NH", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105637, "name": "The Harbor Group, Inc.", "name_as_filed": "THE HARBOR GROUP, INC.", "url": "https://advisorcensus.com/firm/the-harbor-group-inc-bedford-nh-105637", "city": "Bedford", "state": "NH", "years_registered": 41, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115932, "name": "The Wealth Conservatory", "name_as_filed": "THE WEALTH CONSERVATORY", "url": "https://advisorcensus.com/firm/the-wealth-conservatory-lebanon-nh-115932", "city": "Lebanon", "state": "NH", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330698, "name": "Tide Cycle Resources LLC", "name_as_filed": "TIDE CYCLE RESOURCES LLC", "url": "https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698", "city": "Portsmouth", "state": "NH", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298365, "name": "Trinexus Capital, LLC", "name_as_filed": "TRINEXUS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/trinexus-capital-llc-windham-nh-298365", "city": "Windham", "state": "NH", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155537, "name": "Triumph Wealth Management LLC", "name_as_filed": "TRIUMPH WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/triumph-wealth-management-llc-laconia-nh-155537", "city": "Laconia", "state": "NH", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323640, "name": "Truehand Inc", "name_as_filed": "TRUEHAND INC", "url": "https://advisorcensus.com/firm/truehand-inc-strafford-nh-323640", "city": "Strafford", "state": "NH", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317333, "name": "Unconventional Investor, LLC", "name_as_filed": "UNCONVENTIONAL INVESTOR, LLC", "url": "https://advisorcensus.com/firm/unconventional-investor-llc-portsmouth-nh-317333", "city": "Portsmouth", "state": "NH", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116464, "name": "Wadsworth & Daulaire Financial Planners", "name_as_filed": "WADSWORTH & DAULAIRE FINANCIAL PLANNERS", "url": "https://advisorcensus.com/firm/wadsworth-and-daulaire-financial-planners-hanover-nh-116464", "city": "Hanover", "state": "NH", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 289052, "name": "Washington Peak Investment Advisors LLC", "name_as_filed": "WASHINGTON PEAK INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/washington-peak-investment-advisors-llc-waterville-valley-nh-289052", "city": "Waterville Valley", "state": "NH", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 117992, "name": "White Pine Investments", "name_as_filed": "WHITE PINE INVESTMENTS", "url": "https://advisorcensus.com/firm/white-pine-investments-wolfeboro-nh-117992", "city": "Wolfeboro", "state": "NH", "years_registered": 25, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 107732, "name": "Whitegate Investment Counselors, Inc.", "name_as_filed": "WHITEGATE INVESTMENT COUNSELORS, INC.", "url": "https://advisorcensus.com/firm/whitegate-investment-counselors-inc-concord-nh-107732", "city": "Concord", "state": "NH", "years_registered": 34, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 330261, "name": "Wolf Pine Capital", "name_as_filed": "WOLF PINE CAPITAL", "url": "https://advisorcensus.com/firm/wolf-pine-capital-portsmouth-nh-330261", "city": "Portsmouth", "state": "NH", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/nh", "label": "Financial advisors in New Hampshire" }, "fee_pages": [ { "path": "/advisors/nh/flat-fee", "label": "Flat-fee financial advisors in New Hampshire", "firm_count": 110 }, { "path": "/advisors/nh/hourly", "label": "Hourly financial advisors in New Hampshire", "firm_count": 97 } ], "metro_fee_pages": [ { "path": "/advisors/nh/manchester/fee-only", "firm_count": 15, "label": "Fee-only financial advisors in Manchester, NH" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }