# Wadsworth & Daulaire Financial Planners

> 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.

- CRD: 116464
- Filed as: WADSWORTH & DAULAIRE FINANCIAL PLANNERS
- Legal name: Hansen Accounting Services Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hanover, NH
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116464
- AdvisorCensus page: https://advisorcensus.com/firm/wadsworth-and-daulaire-financial-planners-hanover-nh-116464

## Quick answers

**How is Wadsworth & Daulaire Financial Planners compensated?**
On its Form ADV (Item 5.E, October 2026), Wadsworth & Daulaire Financial Planners reports these compensation arrangements: hourly charges.

**Where is Wadsworth & Daulaire Financial Planners located?**
Wadsworth & Daulaire Financial Planners' principal office is in Hanover, NH, according to its Form ADV.

**Is Wadsworth & Daulaire Financial Planners registered with the SEC or a state?**
Wadsworth & Daulaire Financial Planners is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 116464.

**What types of clients does Wadsworth & Daulaire Financial Planners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (370); high net worth individuals (130).

**Does Wadsworth & Daulaire Financial Planners report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 370 | $0 |
| High net worth individuals | 130 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 1995 (30 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH, VT
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/116464

### Websites listed on Form ADV (Item 1.I)
- wadsworth-daulaire.com
- LinkedIn @leifdaulaire
- LinkedIn @stephanie-diamond-ab75b05

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wadsworth & Daulaire Financial Planners (CRD 116464): Form ADV filing data as of October 2026.