Fee-only adviser · Portsmouth, NH
Nvest Financial, LLC
Nvest Financial, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Portsmouth, New Hampshire. On its latest Form ADV, filed August 24, 2026, it reports $688M in regulatory assets under management, 799 individual clients and 5 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 | SEC-registered |
|---|---|
| Firm CRD number | 128868 · SEC file 801-123374 |
| Office | Two International Drive Suite 110 Portsmouth, NH 03801 |
| Phone | (207) 985-8585 |
| Website | www.nvestfinancial.com |
| Regulatory assets under management | $688M |
| Individual clients | 607 non-high-net-worth, 192 high-net-worth |
| Financial planning clients | 11-25 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 16 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 24, 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.
- 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 Portsmouth
- 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
- Patriot Advisory Group $23M
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
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