Golden Financial Services fees and pricing

Financial planner in Portsmouth, New Hampshire. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 3, 2026, Golden Financial Services charges $150⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150⁠-⁠$250/hr; “Consulting fees will be charged on an hourly basis, ranging from $150 to $250 per hour, depending on the nature and complexity of each client's circumstances.”

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

“Fees will be directly debited from client accounts in advance at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value) of the client's account at the end of the previous quarter.”
“The balance will be due upon completion of the consulting service. 4 General Information on Fees and Services All fees are subject to negotiation.”
“Clients may elect to be billed directly for fees or to authorize Golden Financial to directly debit fees from client accounts.”

Its hourly rate of $150-$250 is below the New Hampshire median of $275. 15% of the 52 other New Hampshire planners that publish an hourly rate charge less.
None of the 9 other planners in Portsmouth that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2004 (22 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 126
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $64,101,808
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 132256
Website: goldenfs.com (opens in new tab)
Phone: (603) 758-1755

Can advise clients in 2 states: Maine, New Hampshire

Is something on this page wrong or out of date?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.