Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Bedford, New Hampshire, FinancialAdvisor.net is a useful resource. We've compiled a list of the 6 vetted financial advisors and non-vetted financial advisors in Bedford, New Hampshire, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Bedford, New Hampshire have an average of 21 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
THE HARBOR GROUP, INC. 331 South River Road, Bedford, NH, 3110 | 105637 | $1,325,621,457 | 3307 | A Percentage of AUM, Hourly charges, Fixed Fees |
ALTERNA CAPITAL PARTNERS LLC 10 Corporate Drive, Suite 2204 Bedford, NH, 3110 | 156954 | $769,514,188 | 4 | A Percentage of AUM, Performance Based |
BROPHY WEALTH MANAGEMENT, LLC 40 South River Road, Bedford Place Unit 15 Bedford, NH, 3110 | 169894 | $364,401,801 | 1142 | A Percentage of AUM, Hourly charges, Fixed Fees |
MILESTONE FINANCIAL PLANNING, LLC 3 Executive Park Drive, Suite 200 Bedford, NH, 3110 | 283439 | $353,363,992 | 919 | A Percentage of AUM, Fixed Fees |
BCAS 1 Bedford Farms Dr, Suite 102 Bedford, NH, 3110 | 105666 | $318,966,578 | 638 | A Percentage of AUM, Hourly charges, Fixed Fees |
THE EIDEARD GROUP, LLC 360 Route 101, Suite 6, Bedford, NH, 3110 | 139834 | $263,297,550 | 299 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based, Other (% OF ASSETS UNDER ADVISEMENT) |
NORTHEAST PLANNING ASSOCIATES, INC. 43 Constitution Drive, Bedford, NH, 3110 | 131406 | $255,646,737 | 1263 | A Percentage of AUM, Hourly charges, Fixed Fees |
COHEN INVESTMENT ADVISORS, LLC 264 South River Road, Suite 414 Bedford, NH, 3110 | 168595 | $149,829,866 | 611 | A Percentage of AUM |
ROBBINS FARLEY LLC 6 Bedford Farms Drive, Suite 112 Bedford, NH, 3110 | 286581 | $136,613,715 | 588 | A Percentage of AUM, Fixed Fees |
APEX WEALTH MANAGEMENT, LLC 1 Hardy Rd, #400 Bedford, NH, 3110 | 317091 | $122,027,570 | 219 | A Percentage of AUM, Fixed Fees |
BARTLEY FINANCIAL ADVISORS, LLC 169 South River Road, Suite 17 Bedford, NH, 3110 | 124293 | $116,068,938 | 453 | A Percentage of AUM, Hourly charges, Fixed Fees |
AURELIUS FAMILY OFFICE, LLC 264 South River Road, Suite 482 Bedford, NH, 3110 | 323016 | $113,621,261 | 179 | A Percentage of AUM, Hourly charges |
GRANITE STATE RETIREMENT PLANNING, INC. 360 Route 101, Suite 1301 Bedford, NH, 3110 | 141899 | $102,157,023 | 485 | A Percentage of AUM, Fixed Fees |
GRODMAN FINANCIAL GROUP, LLC 40 South River Road, Unit 15 Bedford, NH, 3110 | 116867 | $5,816,394 | 45 | A Percentage of AUM, Hourly charges |
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