Fee-only adviser · Bedford, NH
The Harbor Group, Inc.
The Harbor Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Bedford, New Hampshire. On its latest Form ADV, filed October 23, 2026, it reports $2.0B in regulatory assets under management, 700 individual clients and 9 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 | 105637 · SEC file 801-22924 |
| Office | 331 South River Road Bedford, NH 03110 |
| Phone | (603) 668-0634 |
| Website | www.harborgroup.com |
| Regulatory assets under management | $2.0B ($1.9B discretionary) |
| Individual clients | 244 non-high-net-worth, 456 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 22 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 23, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Bedford
- Brophy Wealth Management, LLC $533M
- Milestone Financial Planning, LLC $590M
- Sweeney Financial Advisors $403M
- Cohen Investment Advisors, LLC $259M
- Aurelius Family Office, LLC $315M
- Apex Wealth Management, LLC $191M
See all 12 fee-only advisers in Bedford →
Nearby
- Manchester 3 firms
- Amherst 1 firm
- Nashua 3 firms
- Hollis 1 firm
- Derry 1 firm
- Windham 4 firms
- Salem 2 firms
- Tyngsboro 2 firms
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