Bartley Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$6,000/yr

“A minimum annual fee of less than $6,000 may be set up when the client and the advisor anticipate the client will add additional funds to their accounts or agree upon an increase in the annual fee to bring the total fee to $6,000 within a reasonable time.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Bartley Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Billing Investment management fees are billed quarterly, in advance, meaning that we invoice a client before the three-month billing period has ended.”
• “Payment in full is expected upon invoice presentation.”
• “The client must consent in advance to direct debiting of their investment account.”

How Bartley Financial Advisors, LLC’s fees compare

• Its annual fee of $6,000 is below the New Hampshire median of $7,100. 36% of the 14 other New Hampshire planners that publish an annual fee charge less.
• None of the 2 other planners in Bedford that publish an annual fee charge less.

About Bartley Financial Advisors, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Minimum

$6,000 minimum fee (stated in brochure)

Clients

98

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$151,581,219

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124293

Website

truthsocial.com/@Bartley_Financial (opens in new tab)

Phone

(603) 625-9900

Can advise clients in 4 states: Florida, Massachusetts, Maryland, New Hampshire

Other planners in Bedford that publish fees

• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Milestone Financial Planning, LLCBedford$100⁠-⁠$8,000/mo, $10,000/yr
• Northeast Planning Associates, Inc.Bedford$100⁠-⁠$500/hr, $25,000
• Robbins Farley LLCBedford$200⁠-⁠$500/hr, $2,000⁠-⁠$10,000

Compare all 13 planners in Bedford