Fee-only adviser · Portsmouth, NH
Atlantic Financial
Atlantic Financial is a fee-only investment adviser registered with the securities regulator of New Hampshire, with a mailing address in Portsmouth, New Hampshire (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 25, 2026, it reports $615K in regulatory assets under management and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New Hampshire |
|---|---|
| Firm CRD number | 159167 |
| Office | Portsmouth, NH (mailing address; office not published) |
| Phone | (603) 957-6300 |
| Website | www.atlanticfinancial.com |
| Regulatory assets under management | $615K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 25, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Portsmouth
- Nvest Financial, LLC $688M
- CMH Wealth Management, LLC $813M
- Capital Design Private Wealth LLC $96M
- Cornerstone Financial Planning, LLC $401M
- Harbor Advisory Corporation $481M
- Mile High Investments, LLC $102M
See all 23 fee-only advisers in Portsmouth →
Nearby
- Newington 1 firm
- Rye 1 firm
- Newfields 2 firms
- Dover 1 firm
- York 1 firm
- Hampton 1 firm
- Exeter 2 firms
- Seabrook 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Atlantic Financial? Update this listing.