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Financial advisors · New Hampshire

Fee-only financial advisors in Portsmouth, NH

From SEC and state Form ADV filingsUpdated 2026-11-07

23 fee-only investment advisers have offices in Portsmouth, New Hampshire, according to their Form ADV filings with the SEC and state regulators. 16 offer hourly or flat-fee arrangements, 7 charge only a percentage of the assets they manage, and 15 provide financial planning. 14 are SEC-registered, which generally means at least $100 million under management; the rest are smaller state-registered practices. 1 firm reports disciplinary history and is listed last.

Data from Form ADV filings as of November 6, 2026. Listings are factual and unpaid. Default order puts firms offering financial planning first and high-volume platforms after advice practices; how ordering works.

Showing 23 of 23

Nvest Financial, LLC

Two International Drive Suite 110, Portsmouth, NH 03801 · (207) 985-8585

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$688M
Individual clients
799
Advisory staff
5
Registered with
SEC

Profile · Website · SEC record

CMH Wealth Management, LLC

100 Market Street Suite 201, Portsmouth, NH 03801 · (603) 379-8161

  • Percentage of assets
  • Fixed fee
  • Financial planning
Assets managed
$813M
Individual clients
309
Advisory staff
7
Registered with
SEC

Profile · Website · SEC record

Mile High Investments, LLC

Portsmouth, NH (office address not published) · (720) 244-2095

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$102M
Individual clients
121
Advisory staff
1
Registered with
FL, MA, NH

Profile · Website · SEC record

Patriot Advisory Group

1 New Hampshire Avenue Suite 125, Portsmouth, NH 03801 · (603) 766-1936

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$23M
Individual clients
116
Advisory staff
1
Registered with
NH

Profile · Website · SEC record

Modern Financial Wellness

36 Maplewood Ave., Portsmouth, NH 03801 · (603) 610-8250

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$33M
Individual clients
92
Advisory staff
1
Registered with
CT, MA, NH

Profile · Website · SEC record

Saltbox Financial LLC

135 McDonough Street Suite 335, Portsmouth, NH 03801 · (978) 572-2071

  • Percentage of assets
  • Hourly
  • Financial planning
Assets managed
$105M
Individual clients
50
Advisory staff
3
Registered with
SEC

Profile · Website · SEC record

Wolf Pine Capital

36 Maplewood Ave, Portsmouth, NH 03801 · (603) 314-8308

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$20M
Individual clients
11
Advisory staff
1
Registered with
NH

Profile · Website · SEC record

KWM Financial LLC

1 New Hampshire Ave Suite 125, Portsmouth, NH 03801 · (717) 340-2550

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$2.3M
Individual clients
4
Advisory staff
1
Registered with
NH, PA

Profile · Website · SEC record

Hanai Financial

Portsmouth, NH (office address not published) · (603) 686-9554

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
Not reported
Individual clients
Under 5
Advisory staff
1
Registered with
NH

Profile · Website · SEC record

Prime Buchholz LLC

273 Corporate Drive, Suite 250, Portsmouth, NH 03801 · (603) 433-1143

  • Percentage of assets
  • Fixed fee
Assets managed
$14.1B
Individual clients
29
Advisory staff
69
Registered with
SEC

Profile · Website · SEC record

Atlantic Financial

Portsmouth, NH (office address not published) · (603) 957-6300

  • Percentage of assets
  • Hourly
  • Fixed fee
Assets managed
$615K
Individual clients
Under 5
Advisory staff
2
Registered with
NH

Profile · Website · SEC record

Essential Planning, LLC

500 Market Street, Unit 1D, Portsmouth, NH 03801 · (603) 427-5164

  • Percentage of assets
  • Hourly
  • Fixed fee
  • Financial planning
Assets managed
$524M
Individual clients
573
Advisory staff
6
Registered with
SEC

Profile · Website · SEC record

Reports disciplinary history. Read the details on the SEC record before engaging.

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Fee-only advisers near Portsmouth

Another 14 fee-only firms have offices within 30 miles.

How to choose between them

  1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
  2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
  3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
  4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
  5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.

Frequently asked questions

What does fee-only mean?

A fee-only adviser is paid only by its clients, through hourly charges, flat fees, subscriptions or a percentage of the assets it manages. It does not earn commissions on products it recommends. In this directory the label is applied from each firm’s own Form ADV: the firm reports no commission compensation, is not a broker-dealer or registered representative of one, does not act as an insurance agent, and reports no related broker-dealer or insurance agency.

How much does a fee-only financial adviser cost in Portsmouth?

Form ADV records how firms charge, not what they charge. Of the 23 firms listed here, 16 offer hourly or flat fees and 23 charge a percentage of assets. Each firm’s Form ADV Part 2 brochure, linked from its profile, gives its actual fee schedule. Nationally, asset-based fees commonly run around 1% a year on the first $1 million and fall above that.

How were these Portsmouth advisers selected?

Every registered investment adviser with an office in Portsmouth that serves individuals, offers financial planning or portfolio management, and reports no commission or insurance compensation on its Form ADV is listed. Inclusion is free and automatic; no firm pays to appear. The methodology page has the full rules.

Are these advisers fiduciaries?

Registered investment advisers owe their clients a fiduciary duty under the Investment Advisers Act of 1940 for the advice they give. Ask any firm to confirm in writing that it acts as a fiduciary at all times and for all of your accounts.