Fee-only adviser · Concord, NH
Dragonfly Wealth Advisory
Dragonfly Wealth Advisory is a fee-only investment adviser registered with the securities regulator of New Hampshire, with its main office in Concord, New Hampshire. On its latest Form ADV, filed November 4, 2026, it reports $69M in regulatory assets under management, 88 individual clients and 1 employee who gives 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 | 343225 |
| Office | 20 Foundry ST, Second Floor Concord, NH 03301 |
| Phone | (603) 573-1211 |
| Website | Not listed |
| Regulatory assets under management | $69M |
| Individual clients | 61 non-high-net-worth, 27 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | November 4, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio 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 Concord
- Carlson Investments $736M
- Valpey Financial Services LLC $226M
- Whitegate Investment Counselors, Inc. $545M
- KCS Advisors, LLC $90M
See all 5 fee-only advisers in Concord →
Nearby
- Sutton 1 firm
- Manchester 3 firms
- Strafford 1 firm
- Bedford 12 firms
- Laconia 2 firms
- New London 2 firms
- Amherst 1 firm
- Derry 1 firm
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