Fee-only adviser · Concord, NH
Whitegate Investment Counselors, Inc.
Whitegate Investment Counselors, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Concord, New Hampshire. On its latest Form ADV, filed March 30, 2026, it reports $545M in regulatory assets under management, 136 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 | SEC-registered |
|---|---|
| Firm CRD number | 107732 · SEC file 801-40719 |
| Office | 143 North Main Street Suite 203 Concord, NH 03301 |
| Phone | (603) 228-5471 |
| Website | www.whitegateinvest.com |
| Regulatory assets under management | $545M ($535M discretionary) |
| Individual clients | 60 non-high-net-worth, 76 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 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 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
- Dragonfly Wealth Advisory $69M
- 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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