Wadsworth & Daulaire Financial Planners fees and pricing
Financial planner in Hanover, New Hampshire. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 5, 2026, Wadsworth & Daulaire Financial Planners charges $175-$500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$500/hr
“The hourly fee may range from $175 to $500 per hour as stated in the clients’ engagement letter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Wadsworth & Daulaire Financial Planners bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The firm bills clients directly for financial planning services, in arrears.”
- “The firm is compensated based on an hourly fee, or a flat fee as agreed in advance.”
- “Hourly fees and flat fees are payable upon completion of the engagement.”
How Wadsworth & Daulaire Financial Planners’ fees compare
- Its hourly rate of $175-$500 spans the New Hampshire median of $275. 65% of the 52 other New Hampshire planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Hanover that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Wadsworth & Daulaire Financial Planners
“The firm offers financial planning services.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and CPA.
- Registered as an adviser: 1995 (31 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 500
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 116464
- Phone
- (603) 448-1705
Can advise clients in 2 states: New Hampshire, Vermont
Other planners in Hanover that publish fees
- Mirica WealthHanover$150/hr
- World Market AdvisorsHanover$350/hr, $3,500
- 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
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.