Seaport Financial Planning, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The maximum hourly charge that an IAR may charge is $250 per hour.”

Flat or project fee

$1,000⁠-⁠$4,500

“Fixed fees typically range from $1,000-$4,500 depending on the depth of financial analysis and planning required.”

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

How Seaport Financial Planning, LLC bills

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

• “Between the hourly rate of $50.00 per hour and $250.00 per hour, rates may be negotiable between the advisor and the client.”
• “The client will be billed on a monthly or quarterly basis.”
• “Seaport Financial shall refund any unearned advisory fees for any period following the termination date.”

How Seaport Financial Planning, LLC’s fees compare

• Its hourly rate of $250 is below the New Hampshire median of $275. 27% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$4,500 is below the New Hampshire median of $5,400. 30% of the 37 other New Hampshire planners that publish a flat or project fee charge less.

About Seaport Financial Planning, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2009 (17 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

1.25% a year

Minimum

No minimum stated in brochure

Clients

65

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$55,095,541

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

149874

Website

seaportfinancial.com (opens in new tab)

Phone

(603) 379-2633

Can advise clients in 3 states: Massachusetts, Maine, New Hampshire

Other planners in Rye that publish fees

• Measured Wealth Private Client Group, LLCRye$1,500
• 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
• Aztec Financial Group, LLCDover$1,500

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