{
  "path": "/advisors/nh/manchester/fee-only",
  "url": "https://advisorcensus.com/advisors/nh/manchester/fee-only",
  "page_type": "metro_fee",
  "title": "Fee-only financial advisors in Manchester, NH",
  "filters": {},
  "scope_total": 15,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Manchester, NH?",
      "a": "AdvisorCensus lists 46 investment advisory firms with a principal office in the Manchester metro area, from Form ADV filings as of October 2026: 25 SEC-registered, 18 state-registered, and 3 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 Manchester, NH?",
      "a": "15 of the 46 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 Manchester, NH offer financial planning?",
      "a": "32 of the 43 firms in Manchester, NH 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 Manchester, NH 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 15 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 15 investment advisory firms with a principal office in the Manchester metro area 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": "Manchester has 46 investment advisory firms with a principal office in the metro area as of October 2026: 25 SEC-registered, 18 state-registered, and 3 exempt reporting advisers. 15 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 15 report under $100 million in regulatory assets under management. The metro area has 168,740 households, 30,915 of them with income of $200,000 or more, or 672 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).",
  "citation": "AdvisorCensus. Fee-only financial advisors in Manchester, NH: 15 firms from Form ADV filings as of October 2026.",
  "total_firms": 15,
  "page": 1,
  "total_pages": 1,
  "sort": "name",
  "registration_types": {
    "sec": 12,
    "state": 3,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 15
    },
    {
      "code": "percentage_of_aum",
      "count": 14
    },
    {
      "code": "hourly",
      "count": 6
    },
    {
      "code": "subscription",
      "count": 0
    },
    {
      "code": "fixed",
      "count": 11
    },
    {
      "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": 3
    },
    {
      "code": "5_to_9",
      "count": 3
    },
    {
      "code": "10_to_19",
      "count": 6
    },
    {
      "code": "20_plus",
      "count": 3
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 3
    },
    {
      "code": "25m_100m",
      "count": 1
    },
    {
      "code": "100m_500m",
      "count": 9
    },
    {
      "code": "500m_1b",
      "count": 1
    },
    {
      "code": "1b_5b",
      "count": 1
    },
    {
      "code": "over_5b",
      "count": 0
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "firms": [
    {
      "crd_number": 317091,
      "name": "Apex Wealth Management, LLC",
      "name_as_filed": "APEX WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/apex-wealth-management-llc-bedford-nh-317091",
      "city": "Bedford",
      "state": "NH",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323016,
      "name": "Aurelius Family Office, LLC",
      "name_as_filed": "AURELIUS FAMILY OFFICE, LLC",
      "url": "https://advisorcensus.com/firm/aurelius-family-office-llc-bedford-nh-323016",
      "city": "Bedford",
      "state": "NH",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124293,
      "name": "Bartley Financial Advisors, LLC",
      "name_as_filed": "BARTLEY FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/bartley-financial-advisors-llc-bedford-nh-124293",
      "city": "Bedford",
      "state": "NH",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168595,
      "name": "Cohen Investment Advisors, LLC",
      "name_as_filed": "COHEN INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/cohen-investment-advisors-llc-bedford-nh-168595",
      "city": "Bedford",
      "state": "NH",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 13348,
      "name": "Curbstone Financial Management Corp.",
      "name_as_filed": "CURBSTONE FINANCIAL MANAGEMENT CORP.",
      "url": "https://advisorcensus.com/firm/curbstone-financial-management-corp-manchester-nh-13348",
      "city": "Manchester",
      "state": "NH",
      "years_registered": 19,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 329835,
      "name": "Futuremoney RIA",
      "name_as_filed": "FUTUREMONEY RIA",
      "url": "https://advisorcensus.com/firm/futuremoney-ria-manchester-nh-329835",
      "city": "Manchester",
      "state": "NH",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107703,
      "name": "Grove Street Fiduciary, LLC",
      "name_as_filed": "GROVE STREET FIDUCIARY, LLC",
      "url": "https://advisorcensus.com/firm/grove-street-fiduciary-llc-peterborough-nh-107703",
      "city": "Peterborough",
      "state": "NH",
      "years_registered": 33,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 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": 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": 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": 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": 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": 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": 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
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/nh",
      "label": "Financial advisors in New Hampshire"
    },
    "metro": {
      "path": "/advisors/nh/manchester",
      "label": "Financial advisors in Manchester, NH"
    },
    "city_pages": [
      {
        "path": "/advisors/nh/manchester/bedford",
        "label": "Financial advisors in Bedford, NH",
        "firm_count": 20
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/nh/manchester/flat-fee",
        "label": "Flat-fee financial advisors in Manchester, NH",
        "firm_count": 29
      },
      {
        "path": "/advisors/nh/manchester/hourly",
        "label": "Hourly financial advisors in Manchester, NH",
        "firm_count": 24
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/nh/manchester/for-high-net-worth-individuals",
        "firm_count": 28,
        "label": "Financial advisors for high-net-worth individuals in Manchester, NH"
      },
      {
        "path": "/advisors/nh/manchester/for-retirement-plans",
        "firm_count": 14,
        "label": "Financial advisors for retirement plans in Manchester, NH"
      },
      {
        "path": "/advisors/nh/manchester/for-businesses",
        "firm_count": 12,
        "label": "Financial advisors for businesses in Manchester, NH"
      },
      {
        "path": "/advisors/nh/manchester/for-charities",
        "firm_count": 12,
        "label": "Financial advisors for charitable organizations in Manchester, NH"
      },
      {
        "path": "/advisors/nh/manchester/no-account-minimum",
        "firm_count": 4,
        "label": "Financial advisors with no account minimum in Manchester, NH"
      }
    ],
    "niche_pages": [],
    "state_fee": {
      "path": "/advisors/nh/fee-only",
      "label": "Fee-only financial advisors in New Hampshire"
    }
  },
  "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"
  }
}