Evermoss Financial fees
Financial planner in Nashua, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 21, 2026, Evermoss Financial (Nashua, NH) charges a flat or project fee of $1,000-$5,000 and an annual fee of $4,800-$30,000 for financial planning.
- Website: evermossfinancial.com (opens in new tab)
- Call (603) 713-6099
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change.
- Flat or project fee
- $1,000-
$5,000 Below the New Hampshire median of $6,000; 30% of the 20 other planners in New Hampshire that publish a flat or project fee charge less. 1 of the 2 other planners in Nashua charges less.
“Fees for Financial Review (Limited Scope Engagements) Evermoss Financial will charge a fixed fee for comprehensive financial planning services of $1,000 to $5,000 per plan as contracted for with client in advance.”
- Annual fee
- $4,800-
$30,000/yr Runs from below the New Hampshire median of $10,375 to above it.
“The Advisor’s annual or retainer fee will be invoiced monthly or quarterly and will be billed at a rate of $4,800 to $30,000 per year, depending on the complexity of the client’s financial picture, the scope of financial planning areas to be considered, the goals of the client, and other factors.”
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
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Evermoss Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Advisor’s annual or retainer fees will be negotiated and agreed upon by the parties in advance.”
- “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”
- “Fixed fee-based clients are billed one half of the fee at the time of signing the agreement with the Advisor and the other one half upon delivery of the financial plan to the client.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and annual planning fees
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of August 21, 2026
- CRD number
- 343207 (opens in new tab)
- Phone
- (603) 713-6099
Other planners in Nashua that publish fees
- Fairscale Capital, LLCNashuaHourly $200-$300/hr, Flat $600-$10,000
- It Matters Financial, LLCNashuaHourly $200/hr, Monthly $150/mo
- Peak Wealth Management LLCNashuaFlat $500-$5,000
More planners in New Hampshire that publish fees
- The Foundry Financial Group, Inc.LaconiaHourly $200-$350/hr, Annual $2,100-$8,000/yr
- Divergence Wealth Management LLCPortsmouthHourly $200/hr, Annual $2,500-$15,000/yr
- Dorothy J. ColeMerrimackHourly $120/hr
- BAS Capital Management LLCMoultonboroHourly $200-$300/hr, Flat $3,000-$10,000
- Appletree Financial Services LLCLondonderryQuarterly $3,500-$10,000/qtr
- Solari Financial Planning, LLCGoffstownHourly $150-$300/hr, Annual $3,000-$10,000/yr
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.