Fee-only adviser · Hanover, NH
Wadsworth & Daulaire Financial Planners
Wadsworth & Daulaire Financial Planners is a fee-only investment adviser registered with the securities regulators of New Hampshire, Vermont, with its main office in Hanover, New Hampshire. On its latest Form ADV, filed January 5, 2026, it reports 500 individual clients and 3 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, Vermont |
|---|---|
| Firm CRD number | 116464 |
| Office | 45 Lyme RD Suite 305A Hanover, NH 03755 |
| Phone | (603) 448-1705 |
| Website | www.wadsworth-daulaire.com |
| Regulatory assets under management | Not reported |
| Individual clients | 370 non-high-net-worth, 130 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Hourly |
| Services | Financial planning, Educational seminars |
| Employees | 3 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | January 5, 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.
- 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 disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
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 Hanover
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- Michael D. Taxman Investment Management $137M
See all 6 fee-only advisers in Hanover →
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- Norwich 2 firms
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- Springfield 1 firm
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- Holderness 1 firm
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