Ledgewood Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“Hourly fees range from $100 to $250 per hour.”

Flat or project fee

$3,000⁠-⁠$15,000

“Fixed fees range from $3,000 to $15,000.”

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

How Ledgewood Wealth Advisors, LLC bills

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

• “Fees are billed to clients upon completion of work.”
• “Ledgewood will generally calculate fees in advance based on the value of assets under management on the last business day of the previous quarter.”
• “Fees are negotiable under certain circumstances.”

How Ledgewood Wealth Advisors, LLC’s fees compare

• Its hourly rate of $100-$250 is below the New Hampshire median of $275. 6% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$15,000 spans the New Hampshire median of $5,400. 84% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Exeter that publish a flat or project fee charge less.

About Ledgewood Wealth Advisors, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2019 (7 years).

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

Highest asset based fee in brochure

1.5% a year

Clients

93

Employees

2

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$216,828,143

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

109049

Website

ledgewoodwealth.com (opens in new tab)

Phone

(603) 773-0080

Can advise clients in 5 states: California, Massachusetts, New Hampshire, New Jersey, New York

Other planners in Exeter that publish fees

• Blueline AdvisorsExeter$500⁠-⁠$50,000
• Summit Wealth Group LLCExeter$500/hr, $5,000⁠-⁠$7,500
• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000

Compare all 3 planners in Exeter