Flat fee financial advisors in New Hampshire

Flat fee advisors quote one price for a plan or a project. So you know the total before you start.

The median published flat or project fee in New Hampshire is $5,563, from 36 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,725⁠-⁠$8,375. Updated October 2026.

What advisors in New Hampshire charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Flat or project fee$5,563$2,725⁠-⁠$8,37536 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Flat fee financial advisors in New Hampshire and their published fees

36 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Optimum Wealth LLCKeene$275/hr$400$150/mo
Gulfstream Financial Group LLCPortsmouthNo AUM feeNot published$450⁠-⁠$5,000Not published
Blueline AdvisorsExeterNot published$500⁠-⁠$50,000Not published
Peak Wealth Management LLCNashuaNot published$500⁠-⁠$5,000Not published
Reverie WealthRochester$350/hr$500⁠-⁠$20,000$1,800⁠-⁠$40,000/yr
Rsi AdvisorsDoverNot published$500$49/mo
T.s. Financial PlanningDerry$200/hr$500⁠-⁠$5,000$500⁠-⁠$5,000/yr
Axiom Advisors, LLCBedfordNo AUM fee$200⁠-⁠$625/hr$600⁠-⁠$25,000Not published
Fairscale Capital, LLCNashua$200⁠-⁠$300/hr$600⁠-⁠$10,000Not published
Fulla Financial PlanningLyme$300/hr$600⁠-⁠$12,000Not published
Seaport Financial Planning, LLCRye$250/hr$1,000⁠-⁠$4,500Not published
Whole Wealth ManagementPortsmouthNo AUM fee$250/hr$1,000⁠-⁠$10,000Not published
Wolf Pine CapitalPortsmouth$250/hr$1,000Not published
Matthew J Cohen ConsultingMoultonboroughNo AUM fee$125/hr$1,250⁠-⁠$2,000Not published
Sheer Empowerment Financial, LLCThorntonNo AUM fee$300/hr$1,250$650⁠-⁠$1,000/qtr
Straight Forward Wealth Management, LLCRochester$600/hr$1,250⁠-⁠$10,000Not published
Aztec Financial Group, LLCDoverNo AUM feeNot published$1,500Not published
Breakwater Asset Management, LLCHamptonNot published$1,500⁠-⁠$5,000Not published
Capitol Wealth ManagementConcordNot published$1,500⁠-⁠$3,000Not published
Measured Wealth Private Client Group, LLCRyeNot published$1,500Not published
Olson Economics, LLCKeene$250/hr$1,500⁠-⁠$2,500Not published
Nvest Financial, LLCPortsmouth$350⁠-⁠$475/hr$1,750⁠-⁠$15,000Not published
Aurelius Family Office, LLCBedfordNot published$2,000⁠-⁠$10,000Not published
KWM Financial LLCPorstmouth$250/hr$2,000⁠-⁠$6,000Not published
Robbins Farley LLCBedford$200⁠-⁠$500/hr$2,000⁠-⁠$10,000Not published
Manent CapitalOrford$450/hr$2,500⁠-⁠$15,000$625/mo
Modern Financial WellnessPortsmouth$350/hr$2,500⁠-⁠$10,000Not published
Bas Capital Management LLCMoultonboroNo AUM fee$200⁠-⁠$300/hr$3,000⁠-⁠$10,000Not published
Ledgewood Wealth Advisors, LLCExeter$100⁠-⁠$250/hr$3,000⁠-⁠$15,000Not published
Sunflower Financial Planning, LLCWindham$350/hr$3,500⁠-⁠$10,000$4,200⁠-⁠$10,000/yr
World Market AdvisorsHanover$350/hr$3,500$139/mo
Summit Wealth Group LLCExeter$500/hr$5,000⁠-⁠$7,500$750⁠-⁠$2,500/yr
Davis Wealth AdvisorsSalem$300/hr$6,000⁠-⁠$20,000$15,000⁠-⁠$60,000/yr
My Holistic Financial PlanPortsmouthNo AUM feeNot published$7,500$400/mo
Birch Financial GroupKeene$400/hr$10,000Not published
Northeast Planning Associates, Inc.Bedford$100⁠-⁠$500/hr$25,000$500⁠-⁠$25,000/yr
Also filed as flat fee financial advisors, without a published price (57)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

Flat fee financial advisors in other states