Nvest Financial, LLC fees and pricing
Financial planner in Portsmouth, New Hampshire. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Nvest Financial, LLC charges $350-$475 an hour and a flat or project fee of $1,750-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350-$475/hr
“Hourly fees range from $350 to $475 per hour.”
- Flat or project fee
- $1,750-$15,000
“Fixed fees range from $1,750 to $15,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Nvest Financial, 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.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
How Nvest Financial, LLC’s fees compare
- Its hourly rate of $350-$475 is above the New Hampshire median of $275. 87% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- 9 of the 9 other planners in Portsmouth that publish an hourly rate charge less.
- Its flat or project fee of $1,750-$15,000 spans the New Hampshire median of $5,400. 78% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
- 6 of the 6 other planners in Portsmouth that publish a flat or project fee charge less.
About Nvest Financial, LLC
- Firm size: 16 employees.
- Founded: 2003 (23 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
- 0.75% a year
- Clients
- 799
- Employees
- 16
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $688,288,833
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 128868
- Phone
- (207) 985-8585
Can advise clients in 11 states: California, Connecticut, Florida, Louisiana, Massachusetts, Maine, North Carolina, New Hampshire, New York, South Carolina, Texas
Other planners in Portsmouth that publish fees
- Arca Wealth, LLCPortsmouth$200-$300/hr
- Capital Design Private Wealth LLCPortsmouth$175/mo, $900-$5,000/yr
- Divergence Wealth Management LLCPortsmouth$200/hr, $2,500-$15,000/yr
- Golden Financial ServicesPortsmouth$150-$250/hr
- Gulfstream Financial Group LLCPortsmouth$450-$5,000
- Hanai FinancialPortsmouth$300/hr
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.