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Find Retirement Advisors for Retirement Planning in Exeter, New Hampshire

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Finding the Best Retirement Planners in Exeter, New Hampshire

Last Updated - April 25, 2025

Exeter has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Exeter, New Hampshire have an average of 26 years of experience.

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List of Qualified Retirement Planning Advisors in Exeter, New Hampshire

advisor
vector.svg VERIFIED

Joseph 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 117756
Series 7

Minimum Assets Required
$0

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, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Based on Assets

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advisor
vector.svg VERIFIED

Savant Wealth Management
Savant Wealth Management

Qualifications
Firm CRD# 107271

Minimum Assets Required
Not Specified

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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Top 5 Retirement Planning firms in Exeter, New Hampshire (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

8 Center Street,
Exeter, NH, 03833
$682,730,409416
A percentage of AUM, Performance Based
2

20b Hampton Road,
Exeter, NH, 03833
$656,268,782140111
A percentage of AUM, Hourly charges, Fixed fees
3

18 Hampton Road, Unit 7
Exeter, NH, 03833
$444,910,59815038
A percentage of AUM, Fixed fees, Commission Based
4

92 Portsmouth Avenue, Suite 15
Exeter, NH, 03833
$202,277,4852522
A percentage of AUM, Hourly charges, Fixed fees
5

99 Water Street, Suite 3
Exeter, NH, 03833
$184,085,6594664
A percentage of AUM, Fixed fees

Information on Top Retirement Planning firms in Exeter, New Hampshire

QualificationsFirm CRD# 160706

Assets Under Management $682,730,409

No. Of Clients4

Clients Per Financial Advisor0

CONSERVATION RESOURCE PARTNERS, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $683M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 16 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 vehicles
  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 282205

Assets Under Management $656,268,782

No. Of Clients1401

Clients Per Financial Advisor127

SUMMIT WEALTH GROUP LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $656M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1401 clients. The team consists of 11 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 services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
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QualificationsFirm CRD# 117191

Assets Under Management $444,910,598

No. Of Clients1503

Clients Per Financial Advisor188

AFFINITY INVESTMENT GROUP, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $445M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1503 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
  • Fixed fees
  • Commission Based

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other (CONSULTING)
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QualificationsFirm CRD# 109049

Assets Under Management $202,277,485

No. Of Clients252

Clients Per Financial Advisor126

LEDGEWOOD WEALTH ADVISORS, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $202M assets under management, the firm specializes in crafting personalized retirement planning solutions for 252 clients. The team consists of 2 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 services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 164642

Assets Under Management $184,085,659

No. Of Clients466

Clients Per Financial Advisor117

BLUELINE ADVISORS is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $184M assets under management, the firm specializes in crafting personalized retirement planning solutions for 466 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
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (SUB-ADVISORY SERVICES; CONSULTING ON NON-SECURITIES RELATED PROJECTS)
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