Fee-only adviser · Salem, NH
Gassman Financial LLC
Gassman Financial LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Salem, New Hampshire. On its latest Form ADV, filed October 15, 2026, it reports $113M in regulatory assets under management, 307 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 | SEC-registered |
|---|---|
| Firm CRD number | 317204 · SEC file 801-135561 |
| Office | 85 Stiles Road Suite # 101 Salem, NH 03079 |
| Phone | (603) 898-3663 |
| Website | Not listed |
| Regulatory assets under management | $113M |
| Individual clients | 270 non-high-net-worth, 37 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 15, 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 Salem
- Davis Wealth Advisors $197M
Nearby
- Windham 4 firms
- Derry 1 firm
- Haverhill 1 firm
- Andover 7 firms
- North Andover 6 firms
- Tewksbury 1 firm
- West Newbury 1 firm
- Tyngsboro 2 firms
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