{
  "crd_number": 116464,
  "slug": "wadsworth-and-daulaire-financial-planners-hanover-nh-116464",
  "primary_business_name": "WADSWORTH & DAULAIRE FINANCIAL PLANNERS",
  "legal_name": "HANSEN ACCOUNTING SERVICES INC.",
  "dbas": [],
  "city": "Hanover",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "30150",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1995-10-09",
  "years_registered": 30,
  "period": "2026-10-01",
  "filing_date": "2026-01-05",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 0.0,
      "count": 370
    },
    "pension_profit_sharing": {
      "raum": null,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": 130
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "hourly"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NH",
    "VT"
  ],
  "websites": [
    "https://linkedin.com/in/leifdaulaire",
    "https://linkedin.com/in/stephanie-diamond-ab75b05",
    "https://wadsworth-daulaire.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116464",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    }
  ],
  "city_as_filed": "HANOVER",
  "url": "https://advisorcensus.com/firm/wadsworth-and-daulaire-financial-planners-hanover-nh-116464",
  "display_name": "Wadsworth & Daulaire Financial Planners",
  "summary": "Wadsworth & Daulaire Financial Planners is a state-registered investment advisory firm in Hanover, NH, registered since 1995, with no regulatory assets under management reported in its Form ADV filing dated January 5, 2026.",
  "citation": "AdvisorCensus. Wadsworth & Daulaire Financial Planners (CRD 116464): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wadsworth & Daulaire Financial Planners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wadsworth & Daulaire Financial Planners reports these compensation arrangements: hourly charges."
    },
    {
      "q": "Where is Wadsworth & Daulaire Financial Planners located?",
      "a": "Wadsworth & Daulaire Financial Planners' principal office is in Hanover, NH, according to its Form ADV."
    },
    {
      "q": "Is Wadsworth & Daulaire Financial Planners registered with the SEC or a state?",
      "a": "Wadsworth & Daulaire Financial Planners is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 116464."
    },
    {
      "q": "What types of clients does Wadsworth & Daulaire Financial Planners serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (370); high net worth individuals (130)."
    },
    {
      "q": "Does Wadsworth & Daulaire Financial Planners report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116464"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wadsworth-and-daulaire-financial-planners-hanover-nh-116464.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 370,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 130,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": null
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/116464",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}