Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 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 registration checks. 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.
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.
Joseph Skees
CFP®, ChFC®
Granite Bay Wealth Management, LLC
Qualifications
CRD# 2585891
Firm CRD# 35747
Series 7, 24, 66
Minimum Assets Required
$50,000
Not Specified
Fee-Based
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
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
Fee-Based, Based on Assets
Savant Wealth Management
Savant Wealth Management
Qualifications
Firm CRD# 107271
Minimum Assets Required
Not Specified
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
Fee-Only, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 8 Center Street, Exeter, NH, 03833 | $682,730,409 | 4 | 16 | A percentage of AUM, Performance Based |
2 | 20b Hampton Road, Exeter, NH, 03833 | $656,268,782 | 1401 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
3 | 18 Hampton Road, Unit 7 Exeter, NH, 03833 | $444,910,598 | 1503 | 8 | A percentage of AUM, Fixed fees, Commission Based |
4 | 92 Portsmouth Avenue, Suite 15 Exeter, NH, 03833 | $202,277,485 | 252 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
5 | 99 Water Street, Suite 3 Exeter, NH, 03833 | $184,085,659 | 466 | 4 | A percentage of AUM, Fixed fees |
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.
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.
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.
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.
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.
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