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Personalized advice for
Portfolio Size of 100K and
above
FINRA/SEC Registered Advisors
Quality: All Advisors undergo strict screening to be part of our match network.
Accuracy: We match you to vetted advisors that closely align with your needs.
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Confidentiality: Your privacy is important to us. Your information will only be provided to the advisors matched to you.
Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Portsmouth
has
2
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
50
non-vetted advisors in your local area. These financial advisors in
Portsmouth,
New Hampshire
have an average of
18
years of experience.
NOTE: The list of vetted financial
advisors in
Portsmouth,
New Hampshire
mentioned below does not include all the advisors in our network due
to their compliance listing restrictions. More vetted advisors may
be available when you use our free match service
to compare financial advisors near you in
Portsmouth, New Hampshire.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
|
Joseph Skees
CFP®, ChFC® GRANITE BAY WEALTH MANAGEMENT, LLC 767 Islington Street, Unit 1D, Portsmouth, NH 03801 |
18 Years | Not Specified | $50,000 | Fee-Based |
| Not Disclosed | Not Specified | Not Specified | Fee-Based |
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Compensation/Fee Fee-Based
Office Location
767 Islington Street,
Unit 1D,
Portsmouth,
NH
03801
Phone Number
888-610-8881
To combine the strength and heritage of our practice with the insight, concern, and experience of our associates to give clients objective, individualized advice and service that will help them achieve their long-term financial goals. We serve individuals and businesses in all areas of investment planning, including: - Retirement planning - Help making the most of your employer-sponsored retirement plans and IRAs. Determining how much you may need to retire comfortably. Helping clients manage their assets before and during retirement. - Education funding - Recommending investment and accumulation strategies to help you pay for your children's education. - Investments - Determining your asset-allocation needs. Helping you understand your risk tolerance. Recommending suitable investment vehicles to help you reach your goals. - Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.
Qualifications
Firm CRD# 111167
Compensation/Fee Fee-Based
Office Location
800 South Street Suite 350,
Waltham,
MA
02453
Phone Number
888-242-6766
Allworth Financial has been providing transparent, straightforward, and honest financial advice to individuals and families for more than 26 years. They are a fiduciary, fee-based firm that focuses on helping people achieve financial confidence. The advisors at Allworth are not salespeople, so their sole interest is providing the recommendations and advice people need to hear. During your free consultation, the advisor will listen to your goals, answer your questions, and lay out a series of next steps for success.
Advisory Services Provided:
Retirement Planning, Tax Advice and Services, Estate Planning & Trusts
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 110 | 49 | $8,835,781,776 | A percentage of AUM, Fixed fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
|
|
| 35 | 1524 | $3,395,378,209 | A percentage of AUM, Fixed fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT)
|
|
| 6 | 476 | $1,279,596,000 | A percentage of AUM, Fixed fees
|
|
| 18 | 3439 | $890,337,223 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 11 | 1442 | $447,857,247 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based
|
|
| 3 | 411 | $391,747,800 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 7 | 1481 | $332,578,207 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 6 | 583 | $299,978,752 | A percentage of AUM
|
|
| 6 | 1098 | $292,496,013 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 10 | 1104 | $274,411,301 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 820 | $266,577,193 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 2 | 348 | $229,178,817 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 291 | $199,376,740 | Fixed fees
|
|
| 6 | 896 | $176,668,505 | A percentage of AUM, Hourly charges, Fixed fees, Commision Based
|
|
| 4 | 552 | $130,847,487 | A percentage of AUM, Fixed fees
|
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| 25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 | |
| 1 Harbour Place, Ste 125, Portsmouth, NH 03801 | 603-422-8919 | |
| 1 Harbour Place, Ste 125, Portsmouth, NH 03801 | 603-422-8900 | |
| 314 Middle St, Portsmouth, NH 03801 | 603-501-0324 | |
| 314 Middle St, Portsmouth, NH 03801 | 978-474-9905 | |
| 25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 | |
| 25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 | |
| 25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 | |
| 25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 | |
| 25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
