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Find Retirement Advisors for Retirement Planning in Exeter, New Hampshire

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Exeter, New Hampshire

Last Updated - March 21, 2024

Exeter has 5 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 4 non-vetted advisors in your local area. These retirement advisors in Exeter, New Hampshire have an average of 23 years of experience.

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List of Qualified Retirement Planning Advisors in Exeter, New Hampshire

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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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Aaron 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

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Allworth Financial
Allworth Financial

Qualifications
Firm CRD# 111167

Minimum Assets Required
Not Specified

Advisory Services:

Retirement Planning, Tax Advice and Services, Estate Planning & Trusts.

Compensation/Fee

Fee-Based

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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

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Jonathan Straus
CSNA (Certified Special Needs Advisor)
Commons Capital

Qualifications
CRD# 2839717
Firm CRD# 165738
Series 7, 24, 63, 65, 66

Minimum Assets Required
$25,000,000

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Based on Assets

Top 4 Retirement Planning firms in Exeter, New Hampshire (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
CONSERVATION RESOURCE PARTNERS, LLC
8 Center Street,
Exeter, NH, 3833
$833,422,766414
A Percentage of AUM, Performance Based
2
AFFINITY INVESTMENT GROUP, LLC
18 Hampton Road, Unit 7
Exeter, NH, 3833
$368,146,66614257
A Percentage of AUM, Fixed Fees, Commission Based
3
BLUELINE ADVISORS
99 Water Street, Suite 3
Exeter, NH, 3833
$169,841,5044744
A Percentage of AUM, Fixed Fees
4
LEDGEWOOD WEALTH ADVISORS, LLC
92 Portsmouth Avenue, Suite 15
Exeter, NH, 3833
$151,691,0282302
A Percentage of AUM, Hourly charges, Fixed Fees

Information on Top Retirement Planning firms in Exeter, New Hampshire

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
View Full Profile

QualificationsFirm CRD# 117191

Assets Under Management $368,146,666

No. Of Clients1425

Clients Per Financial Advisor204

AFFINITY INVESTMENT GROUP, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $368M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1425 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
  • Commission Based

Financial Planning Services

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
View Full Profile

QualificationsFirm CRD# 164642

Assets Under Management $169,841,504

No. Of Clients474

Clients Per Financial Advisor119

BLUELINE ADVISORS is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $170M assets under management, the firm specializes in crafting personalized retirement planning solutions for 474 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
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors
View Full Profile

QualificationsFirm CRD# 109049

Assets Under Management $151,691,028

No. Of Clients230

Clients Per Financial Advisor115

LEDGEWOOD WEALTH ADVISORS, LLC is a financial advisory firm situated in Exeter, New Hampshire. With a nearly $152M assets under management, the firm specializes in crafting personalized retirement planning solutions for 230 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
  • Portfolio Management for Individuals
View Full Profile

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