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Find Retirement Advisors for Retirement Planning in Portsmouth, 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 Portsmouth, New Hampshire
Last Updated - September 5, 2024Portsmouth has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 21 non-vetted advisors in your local area. These retirement advisors in Portsmouth, New Hampshire have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Portsmouth, New Hampshire
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
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
VERIFIED Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAllworth 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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Portsmouth, 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 | 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) |
| 4 | WELLESLEY ASSET MANAGEMENT, INC. 100 Market Street, Suite 203 Portsmouth, NH, 3801 | $2,394,519,530 | 1814 | 34 | A Percentage of AUM, Performance Based |
| 5 | 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 |
| 6 | 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 |
| 7 | 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 |
| 8 | MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 303 Islington Street, Portsmouth, NH, 3801 | $384,672,853 | 1357 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 9 | HARBOR ADVISORY CORPORATION 500 Market St., Ste 11, Portsmouth, NH, 3801 | $359,737,957 | 412 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | ESSENTIAL PLANNING, LLC 500 Market Street, Unit 1d, Portsmouth, NH, 3801 | $310,367,487 | 1618 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | CLARK ASSET MANAGEMENT, LLC 170 Commerce Way, Suite 200 Portsmouth, NH, 3801 | $281,806,711 | 386 | 8 | Fixed Fees |
| 12 | SEASCAPE CAPITAL MANAGEMENT,LLC 99 Bow Street, Suite 300 East Portsmouth, NH, 3801 | $281,522,074 | 642 | 6 | A Percentage of AUM |
| 13 | NVEST FINANCIAL, LLC Two International Drive, Suite 110 Portsmouth, NH, 3801 | $268,387,510 | 1184 | 12 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | CORNERSTONE FINANCIAL PLANNING, LLC 8 Greenleaf Woods Dr., Suite 202 Portsmouth, NH, 3801 | $254,201,637 | 902 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | GRANITE BAY WEALTH MANAGEMENT, LLC 22 Deer Street, Suite 200 Portsmouth, NH, 3801 | $252,513,654 | 1201 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Portsmouth, 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# 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# 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# 170442
Assets Under Management $384,672,853
No. Of Clients1357
Clients Per Financial Advisor97
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $385M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1357 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
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 105151
Assets Under Management $359,737,957
No. Of Clients412
Clients Per Financial Advisor137
HARBOR ADVISORY CORPORATION is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 412 clients. The team consists of 3 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
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 106651
Assets Under Management $310,367,487
No. Of Clients1618
Clients Per Financial Advisor180
ESSENTIAL PLANNING, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $310M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1618 clients. The team consists of 9 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
QualificationsFirm CRD# 284480
Assets Under Management $281,806,711
No. Of Clients386
Clients Per Financial Advisor48
CLARK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 386 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 126928
Assets Under Management $281,522,074
No. Of Clients642
Clients Per Financial Advisor107
SEASCAPE CAPITAL MANAGEMENT,LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $282M assets under management, the firm specializes in crafting personalized retirement planning solutions for 642 clients. The team consists of 6 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
- Selection of Other Advisors
QualificationsFirm CRD# 128868
Assets Under Management $268,387,510
No. Of Clients1184
Clients Per Financial Advisor99
NVEST FINANCIAL, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $268M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1184 clients. The team consists of 12 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
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 129656
Assets Under Management $254,201,637
No. Of Clients902
Clients Per Financial Advisor129
CORNERSTONE FINANCIAL PLANNING, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $254M assets under management, the firm specializes in crafting personalized retirement planning solutions for 902 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 174765
Assets Under Management $252,513,654
No. Of Clients1201
Clients Per Financial Advisor150
GRANITE BAY WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Portsmouth, New Hampshire. With a nearly $253M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1201 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
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
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- 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.