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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
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 for you to
choose from and
47
non-vetted advisors in your local area. These financial advisors in
Portsmouth, New Hampshire
have an average of
14
years of experience.
NOTE: The list of financial
advisors in
Portsmouth, New Hampshire
mentioned below do 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.
| Qualified Financial Advisors 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 | Not Specified | $50,000 | Fee-Based |
| Bluebird Wealth Management
BLUEBIRD WEALTH MANAGEMENT 6 Felton Ln, West Newbury, MA 01985 |
11 | $90,000,000 | $250,000 | Fee-Only |
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# 293420
Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
6 Felton Ln,
West Newbury,
MA
01985
Phone Number
978-775-1287
We help people prepare for and thrive during retirement, by addressing critical factors such as retirement income generation, tax-sensitive portfolio management, insurance reviews (we do not sell insurance), and estate planning. We help our clients meet retirement and life goals by delivering transparent and independent asset management, tightly integrated with comprehensive financial planning, at an attractive value.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Top Financial Advisor Firms in Portsmouth, New Hampshire (Ranked by AUM) |
|||
|---|---|---|---|
| Firm Name | AUM | No. of Clients | Fee Structure |
| PRIME BUCHHOLZ LLC
273 Corporate Drive, Suite 250, Portsmouth, NH 3801 |
$8,835,781,776 | 49 |
A percentage of AUM Fixed fees Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| LAKE STREET ADVISORS
145 Maplewood Avenue , Suite 210, Portsmouth, NH 3801 |
$3,395,378,209 | 1524 |
A percentage of AUM Fixed fees Other (PERCENT OF ASSETS UNDER ADVISEMENT) |
| DAVID WENDELL ASSOCIATES, INC.
1 New Hampshire Avenue, Suite 300, Portsmouth, NH 3801 |
$1,279,596,000 | 476 |
A percentage of AUM Fixed fees |
| CHARTER OAK CAPITAL MANAGEMENT
Two International Drive , Suite 325, Portsmouth, NH 3801 |
$890,337,223 | 3439 |
A percentage of AUM Hourly charges Fixed fees |
| MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
303 Islington Street, Portsmouth, NH 3801 |
$447,857,247 | 1442 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| HARBOR ADVISORY CORPORATION
500 Market St., Ste 11, Portsmouth, NH 3801 |
$391,747,800 | 411 |
A percentage of AUM Hourly charges Fixed fees |
| ESSENTIAL PLANNING, LLC
500 Market Street, Unit 1d, Portsmouth, NH 3801 |
$332,578,207 | 1481 |
A percentage of AUM Hourly charges Fixed fees |
| SEASCAPE CAPITAL MANAGEMENT,LLC
99 Bow Street , Suite 300 East, Portsmouth, NH 3801 |
$299,978,752 | 583 |
A percentage of AUM |
| GRANITE BAY WEALTH MANAGEMENT, LLC
767 Islington St., Unit 1-D, Portsmouth, NH 3801 |
$292,496,013 | 1098 |
A percentage of AUM Hourly charges Fixed fees |
| NVEST FINANCIAL, LLC
Two International Drive , Suite 110, Portsmouth, NH 3801 |
$274,411,301 | 1104 |
A percentage of AUM Hourly charges Fixed fees |
| CORNERSTONE FINANCIAL PLANNING, LLC
210 Commerce Way , Suite 230, Portsmouth, NH 3801 |
$266,577,193 | 820 |
A percentage of AUM Hourly charges Fixed fees |
| CREEGAN & NASSOURA FINANCIAL GROUP, LLC
117 Bow Street, Suite 111, Portsmouth, NH 03801-3851 |
$229,178,817 | 348 |
A percentage of AUM Hourly charges Fixed fees |
| CLARK ASSET MANAGEMENT, LLC
170 Commerce Way , Suite 200, Portsmouth, NH 3801 |
$199,376,740 | 291 |
Fixed fees |
| SECURE PLANNING
42 Middle St, Portsmouth, NH 3801 |
$176,668,505 | 896 |
A percentage of AUM Hourly charges Fixed fees Commision Based |
| COMPASS ROSE PRIVATE INVESTMENT MANAGEMENT
110 Chapel St., Portsmouth, NH 3801 |
$130,847,487 | 552 |
A percentage of AUM Fixed fees |
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
| Andy Chace Inquire with Andy |
25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
| Bruce Addison Inquire with Bruce |
1 Harbour Place, Ste 125, Portsmouth, NH 03801 | 603-422-8919 |
| Morgan Stanley Financial Advisors Inquire with Morgan |
1 Harbour Place, Ste 125, Portsmouth, NH 03801 | 603-422-8900 |
| Patricia G Everett Inquire with Patricia |
314 Middle St, Portsmouth, NH 03801 | 603-501-0324 |
| Cole R Parlin Inquire with Cole |
314 Middle St, Portsmouth, NH 03801 | 978-474-9905 |
| Scott White Inquire with Scott |
25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
| David Blake Inquire with David |
25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
| Travis Grieb Inquire with Travis |
25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
| Jason Smith Inquire with Jason |
25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
| Spike Trueworthy Inquire with Spike |
25 Chestnut St, Ste 300N, Portsmouth, NH 03801 | 603-430-9080 |
Grow your AUM with pre-qualified leads!
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