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Find Retirement Advisors for Retirement Planning in New Hampshire
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in New Hampshire, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in New Hampshire
Last Updated - October 6, 2024New Hampshire has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 69 non-vetted advisors in your local area. These retirement advisors in New Hampshire have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in New Hampshire
VERIFIEDAaron A Milne
CFP®, EA
MAERCO Financial
Qualifications
CRD# 5692927
Firm CRD# 139627
Series 6, 7, 63, 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Hourly, Commissions, Flat Fee, Based on Assets
VERIFIEDJoseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIED Qualifications
CRD# 7509696
Firm CRD# 281036
Minimum Assets Required
$0
Advisory Services:
Financial Planning, 401K Rollovers, Wealth Management, Estate Planning & Trusts.
Compensation/Fee
Fee-Only, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in New Hampshire (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | PRIME BUCHHOLZ LLC 273 Corporate Drive, Suite 250, Portsmouth, NH, 3801 | $8,878,539,401 | 64 | 124 | A Percentage of AUM, Fixed Fees, Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT) |
| 2 | IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street, Suite 400, Portsmouth, NH, 3801 | $7,540,692,270 | 20 | 104 | A Percentage of AUM |
| 3 | GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 3766 | $4,059,119,000 | 50 | 24 | A Percentage of AUM, Fixed Fees, Performance Based |
| 4 | LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 3801 | $2,888,383,638 | 1862 | 43 | A Percentage of AUM, Fixed Fees, Other (PERCENT OF ASSETS UNDER ADVISEMENT) |
| 5 | WELLESLEY ASSET MANAGEMENT, INC. 100 Market Street, Suite 203 Portsmouth, NH, 3801 | $2,394,519,530 | 1814 | 34 | A Percentage of AUM, Performance Based |
| 6 | THE HARBOR GROUP, INC. 331 South River Road, Bedford, NH, 3110 | $1,325,621,457 | 3307 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | DHK FINANCIAL ADVISORS INC 3 Greenleaf Woods Drive, Suite 202 Portsmouth, NH, 3801 | $1,305,687,839 | 177 | 7 | A Percentage of AUM, Fixed Fees |
| 8 | DAVID WENDELL ASSOCIATES, INC. 1 New Hampshire Avenue, Suite 300, Portsmouth, NH, 3801 | $1,100,371,000 | 470 | 5 | A Percentage of AUM, Fixed Fees |
| 9 | CHARTER OAK CAPITAL MANAGEMENT Two International Drive, Suite 325 Portsmouth, NH, 3801 | $983,419,357 | 4284 | 21 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | CONSERVATION RESOURCE PARTNERS, LLC 8 Center Street, Exeter, NH, 3833 | $833,422,766 | 4 | 14 | A Percentage of AUM, Performance Based |
| 11 | ALTERNA CAPITAL PARTNERS LLC 10 Corporate Drive, Suite 2204 Bedford, NH, 3110 | $769,514,188 | 4 | 10 | A Percentage of AUM, Performance Based |
| 12 | THE LYME TIMBER COMPANY LLC 23 South Main Street, Suite 3a Hanover, NH, 3755 | $750,361,790 | 11 | 17 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES) |
| 13 | CARLSON INVESTMENTS Two Capital Plaza, Suite 404 Concord, NH, 3301 | $656,590,464 | 820 | 13 | A Percentage of AUM |
| 14 | WHITEGATE INVESTMENT COUNSELORS, INC. 46 South Main Street, Concord, NH, 3301 | $618,358,119 | 484 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | ELDRIDGE INVESTMENT ADVISORS INC 686 Chestnut St, Manchester, NH, 3104 | $585,238,929 | 910 | 8 | A Percentage of AUM |
Information on Top Retirement Planning firms in New Hampshire
QualificationsFirm CRD# 106455
Assets Under Management $8,878,539,401
No. Of Clients64
Clients Per Financial Advisor1
PRIME BUCHHOLZ LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 64 clients. The team consists of 124 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (A PERCENTAGE OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 114335
Assets Under Management $7,540,692,270
No. Of Clients20
Clients Per Financial Advisor0
IMPAX ASSET MANAGEMENT LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 104 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 127064
Assets Under Management $4,059,119,000
No. Of Clients50
Clients Per Financial Advisor2
GLOBAL FOREST PARTNERS LP is a financial advisory firm situated in Lebanon, New Hampshire. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 50 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 288300
Assets Under Management $2,888,383,638
No. Of Clients1862
Clients Per Financial Advisor43
LAKE STREET ADVISORS is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1862 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (PERCENT OF ASSETS UNDER ADVISEMENT)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 116176
Assets Under Management $2,394,519,530
No. Of Clients1814
Clients Per Financial Advisor53
WELLESLEY ASSET MANAGEMENT, INC. is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1814 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105637
Assets Under Management $1,325,621,457
No. Of Clients3307
Clients Per Financial Advisor184
THE HARBOR GROUP, INC. is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3307 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 106126
Assets Under Management $1,305,687,839
No. Of Clients177
Clients Per Financial Advisor25
DHK FINANCIAL ADVISORS INC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 177 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 106664
Assets Under Management $1,100,371,000
No. Of Clients470
Clients Per Financial Advisor94
DAVID WENDELL ASSOCIATES, INC. is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 470 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 120870
Assets Under Management $983,419,357
No. Of Clients4284
Clients Per Financial Advisor204
CHARTER OAK CAPITAL MANAGEMENT is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4284 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Educational Seminars/ Workshops
QualificationsFirm CRD# 160706
Assets Under Management $833,422,766
No. Of Clients4
Clients Per Financial Advisor0
CONSERVATION RESOURCE PARTNERS, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $833M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 156954
Assets Under Management $769,514,188
No. Of Clients4
Clients Per Financial Advisor0
ALTERNA CAPITAL PARTNERS LLC is a financial advisory firm situated in Bedford, New Hampshire. With a nearly $770M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 171953
Assets Under Management $750,361,790
No. Of Clients11
Clients Per Financial Advisor1
THE LYME TIMBER COMPANY LLC is a financial advisory firm situated in Hanover, New Hampshire. With a nearly $750M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 17 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
- Other (FEES FOR CONSULTING SERVICES ON LAND CONSERVATION STRATEGIES)
Financial Planning Services
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 105729
Assets Under Management $656,590,464
No. Of Clients820
Clients Per Financial Advisor63
CARLSON INVESTMENTS is a financial advisory firm situated in Concord, New Hampshire. With a nearly $657M assets under management, the firm specializes in crafting personalized retirement planning solutions for 820 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
QualificationsFirm CRD# 107732
Assets Under Management $618,358,119
No. Of Clients484
Clients Per Financial Advisor121
WHITEGATE INVESTMENT COUNSELORS, INC. is a financial advisory firm situated in Concord, New Hampshire. With a nearly $618M assets under management, the firm specializes in crafting personalized retirement planning solutions for 484 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 106380
Assets Under Management $585,238,929
No. Of Clients910
Clients Per Financial Advisor114
ELDRIDGE INVESTMENT ADVISORS INC is a financial advisory firm situated in Manchester, New Hampshire. With a nearly $585M assets under management, the firm specializes in crafting personalized retirement planning solutions for 910 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
Financial Planning Services
- Portfolio Management for Individuals
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Dover, New Hampshire
- Retirement Planners in Nashua, New Hampshire
- Retirement Planners in Peterborough, New Hampshire
- Retirement Planners in Portsmouth, New Hampshire
Looking for more choices? Use our free match service to compare retirement planners serving your area.