Fee-Only Financial Planners in New Hampshire

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in New Hampshire:

Avery Dwyer

CFP®

Resolute Financial, LLC

Portsmouth, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newburyport, MA, serving clients locally and across the country

Melinda Davis

CFP®, CRPC®

Davis Wealth Advisors

Hampstead, NH

Specialties: Comprehensive Financial Planning, Tax Planning, Company Stock Strategies, Retirement Income Planning, Investment Management

Fee-Only financial planner with offices in Hampstead and Bedford NH, and serving clients locally and across the country

Kathryn Lund

CPA, CFP®, MSFP, MST, MBA

Milestone Financial Planning

Bedford, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our Massachusetts and New Hampshire offices, meeting online and in person.

Sally Boyle

CFP®, CDFA®, CSRIC®

SJ Boyle Wealth Planning

Hanover, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in West Lebanon, NH, serving clients locally and across the country

Steven Bell

CFP®, MBA

The Wealth Conservatory

Lebanon, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Robert Maloney

MSFS, AEP®

Squam Lakes Financial Advisors, LLC

Holderness, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Women in Transition

Fee-Only Financial Planner located in Holderness, NH and serving the Squam Lakes & Lakes Region, NH area.

Jennifer Climo

CFP®, CPA, MSFP

Milestone Financial Planning, LLC

Bedford, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Keeping Wealth in the Family

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

Robert Bartley

CPA, CFP®

Bartley Financial Advisors

Bedford, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Andover, MA and Bedford, NH, serving clients locally and across the country. Please visit our website www.bartleyfinancial.com for more information.

Nick Prigitano

CFP®

Milestone Financial Planning, LLC

Bedford, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

I can work with clients anywhere!

Michael Solari

CFP®

Solari Financial Planning, LLC

Bedford, NH

Specialties: Investment Management, Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, College Education Planning

Fee-Only Financial Planner With Offices in Bedford NH, Nashua NH, and Boston MA

Jill Boynton

BA, CDFA®, CFP®

Cornerstone Financial Planning, LLC

Portsmouth, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newington, NH, serving clients throughout the Portsmouth and Seacoast region

Michael Babcock

CFP®, CPA

The Wealth Conservatory

Lebanon, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Jonathan Harrington

CFP®, MSFP, MST

Milestone Financial Planning, LLC

Newmarket, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

Robin Young

CFP®, CeFT®, RLP®

Northstar Financial Planning

Windham, NH

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Tax Planning, Financial Life Transitions, Women and Wealth, Legacy Planning

Independent, Fee-Only, Fiduciary Wealth Manager located in Windham, NH, serving clients locally and across the country.

I can work with clients anywhere!

Kelly Luethje

CFP®, MBA

Willow Planning Group, LLC

Holderness, NH

Specialties: Comprehensive Financial Planning, Setting personalized financial goals, Cash-flow based, Stock options and equity compensation, Merging finances with partner

Financial Planning for Life's Adventures.

Charles Johnson

CFP®

Resolute Financial, LLC

Portsmouth, NH

Specialties: Retirement Income Planning, Tax Strategies, Roth Conversions, Preserving Capital

Fee-Only financial planner located in Newburyport, MA and North Port, FL

Stephanie Griebel

CFP®

Resolute Financial

Portsmouth, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Portsmouth, NH, serving clients locally and across the country

John Dulmage

CFP®, EA, CDFA®

Financial Pathways

Londonderry, NH

Specialties: Comprehensive Financial Planning, Investment Management, Tax Planning, Retirement Income Planning

Fee-Only financial planner located in Londonderry, NH, serving clients locally and across the country

Jared Hoole

CFP®, MST

Lakeside Financial Planning

Windham, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Planning in Windham, New Hampshire and Burlington, Massachusetts

Jean Fullerton

CFP®

Milestone Financial Planning, LLC

Bedford, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security planning

Specializing in tax, retirement, and financial planning with an emphasis on tax planning to reduce total lifetime taxes paid. Serving clients across the country from our New Hampshire and Massachusetts offices, meeting online and in person.

William Simpson

CFP®, MBA

Resolute Financial, LLC

Portsmouth, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Portsmouth, NH and Serving Clients Nationwide

Christina Traurig

CFP®, MBA

Cornerstone Financial Planning, LLC

Portsmouth, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Newington, NH, serving clients throughout the Portsmouth and Seacoast region

Jay Hutchins

CFP®, AEP®, AIF®A, MS

The Wealth Conservatory

Lebanon, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Planner with offices in New Hampshire, Missouri, and California

Howard Cadwell

CFP®, AIF®

Northeast Passage Financial Advisors

Hampton, NH

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee Only Financial Planner Located in Hampton, NH and Serving Clients in NH, ME and MA.

David Smith

CIMA®, CFP®

Robinson Smith Wealth Advisors, LLC

Portsmouth, NH

Barbara Shegog

BAS Capital Management

Moultonboro, NH

Faye Doria

Resolute Financial, LLC

Portsmouth, NH

Michael Fogarty

The Foundry Financial Group, Inc.

Laconia, NH

Ron Lotti

Apollo Financial Group, LLC

Hudson, NH

Susan John

F.L.Putnam Investment Management Company

Wolfeboro, NH

Zachary Zwick

Three Bearings Fiduciary Advisors, Inc.

Hampton, NH

Rachel DeCarolis

Northstar Financial Planning

Windham, NH

Robert Cordeau

McLean Asset Management Corporation

Bedford, NH

Justin Moyer

Kearsarge Wealth Management, LLC

Portsmouth, NH

Donovan Ingle

Robinson Smith Wealth Advisors, LLC

Portsmouth, NH

Cynthia Taradash

CFP®, ChFC®

Milne Financial Planning, Inc.

Alton, NH

JennRose Finnie

Milestone Financial Planning, LLC

Bedford, NH

Carole Gelotti

IT Matters Financial, LLC

Hollis, NH

Dorothy Cole

Dorothy J. Cole

Merrimack, NH

Kyle Labelle

Milestone Financial Planning, LLC

Bedford, NH

Adam Bergeron

Cornerstone Financial Planning, LLC

Portsmouth, NH

Thomas Goodwin

F.L.Putnam Investment Management Company

Wolfeboro, NH

Paul Pignone

CFP®, CLU®, ChFC®, AIF®

Boston Retirement Advisors, LLC

Salem, NH

Ron Valpey

Valpey Financial Services, LLC

Concord, NH

Carl Johnson

CFP®, MBA, AIF®

Grove Street Fiduciary, LLC

Peterborough, NH

Michael Costa

Paladin Advisors

Kensington, NH

Landon Fritch

F.L.Putnam Investment Management Company

Wolfeboro, NH

Eileen Guerin

Resolute Financial, LLC

Portsmouth, NH

David Mayes

CFP®, CRPC®, EA

Bearing Point Wealth Partners

Hampton, NH

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


    Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)

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