Northport Harbor Financial Services, LLC fees and pricing
Financial planner in Litchfield, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2015, Northport Harbor Financial Services, LLC charges $150-$200 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2015. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$200/hr
“The hourly fee ranges from $150 to $200 per hour depending on the nature and complexity of the engagement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Northport Harbor Financial Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed in six (6) minute increments.”
- “Fees are not collected for services to be provided more than 6 months in advance.”
- “Client may terminate the engagement and receive a full refund of all fees paid to NHFS by giving written notice within five days after the signed date of the Agreement for Financial Services.”
How Northport Harbor Financial Services, LLC’s fees compare
- Its hourly rate of $150-$200 is below the New Hampshire median of $275. 6% of the 52 other New Hampshire planners that publish an hourly rate charge less.
About Northport Harbor Financial Services, LLC
“Does the applicant provide investment advisory services, manage investment advisory accounts or hold itself out as providing financial planning or some similarly termed services and impose a minimum dollar value of assets or other condition for starting or maintaining an account? Yes (If yes, describe on Schedule…”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 146738
- Phone
- (603) 296-7935
Other planners in New Hampshire that publish fees
- 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
- Aztec Financial Group, LLCDover$1,500
- Bartley Financial Advisors, LLCBedford$6,000/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.