Colligan Advisory, LLC fees
Financial planner in Concord, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 23, 2026, Colligan Advisory, LLC (Concord, NH) charges $400 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change.
- Hourly rate
- $400/hr
Above the New Hampshire median of $300; 82% of the 28 other planners in New Hampshire that publish an hourly rate charge less. The one other planner in Concord charges more.
“Colligan offers financial planning services at an hourly rate of $400.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
How Colligan Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Investment Management Services Investment advisory fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
About Colligan Advisory, LLC
- Founded: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 22
- Works with
- High net worth individuals and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $70.2 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 23, 2026
- CRD number
- 152580 (opens in new tab)
- Phone
- (603) 443-3649
Other planners in Concord that publish fees
- Valpey Financial Services LLCConcordHourly $405/hr
More planners in New Hampshire that publish fees
- Peak Wealth Management LLCNashuaFlat $500-$5,000
- Appletree Financial Services LLCLondonderryQuarterly $3,500-$10,000/qtr
- The Foundry Financial Group, Inc.LaconiaHourly $200-$350/hr, Annual $2,100-$8,000/yr
- Manent CapitalOrfordHourly $450/hr, Flat $2,500-$15,000
- Olson Economics, LLCKeeneHourly $250/hr, Flat $1,500-$2,500
- BAS Capital Management LLCMoultonboroHourly $200-$300/hr, Flat $3,000-$10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.