Top financial advisors in Exeter, NH
We’ve curated a list of the best financial advisors in Exeter, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$305,099,016
Number of advisors
7 advisors
| $305,099,016 | 7 advisors | |
| 2 |
Assets under management
$151,691,028
Number of advisors
2 advisors
| $151,691,028 | 2 advisors | |
| 3 |
Assets under management
$88,534,567
Number of advisors
4 advisors
| $88,534,567 | 4 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Exeter, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Exeter. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Affinity Investment Group, LLC
Affinity Investment Group, LLC is a SEC-registered investment adviser founded in 1998 by Gregory B. Gagne. The firm offers personalized financial planning and investment management services, including cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Affinity manages advisory accounts on a discretionary or non-discretionary basis, with clients maintaining asset control. The firm primarily utilizes a strategic asset allocation approach, combining passively-managed index and/or exchange-traded funds with actively-managed funds. Affinity charges fees based on a percentage of assets under management, with a minimum initial investment of $250,000. The firm does not engage in performance-based fees or side-by-side management. Affinity does not vote proxies on behalf of clients and does not accept discretionary authority for managing client accounts. The firm does not have any financial conditions that would impair its ability to meet contractual obligations. For more information, clients can contact Gregory Gagne, the Chief Compliance Officer.
$305,099,016 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)ConsultingLedgewood Wealth Advisors, LLC
Ledgewood Wealth Advisors, LLC is an investment adviser specializing in providing portfolio management services and financial planning to individuals, trusts, estates, corporations, and business entities. Established in 2000, Ledgewood offers tailored investment advisory services based on client objectives and risk tolerance. The firm's fee structure includes a percentage of assets under management, hourly charges, and fixed fees. For investment advisory services, fees range from 1.50% to 0.40% based on account size, billed quarterly. Financial planning services are offered at hourly rates ranging from $100 to $250 or fixed fees from $3,000 to $15,000. Ledgewood exercises investment discretion with limited power of attorney, allowing them to execute trades on behalf of clients. Clients may authorize fee debiting from their accounts, and Ledgewood does not participate in performance-based fees. Ledgewood's investment strategies include fundamental analysis and a variety of securities, actively monitored for diversification and risk levels. Ledgewood does not receive commissions for selling securities and does not vote proxies on behalf of clients. Ledgewood's Supervised Persons, led by Robert L. Wofchuck and Lawrence E. Sarkozy, maintain professional certifications and have no disciplinary disclosures. Supervision is conducted by Robert L. Wofchuck through regular meetings and reviews of client reports and transactions.
$151,691,028 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesBlueline Advisors
BlueLine Advisors LLC is a New Hampshire-based financial advisory firm established in June 2012, specializing in fee-based investment advisory services. The firm's primary approach involves strategic and tactical asset allocation strategies using exchange-traded funds (ETFs) and mutual funds. BlueLine offers custom portfolio management on a discretionary basis tailored to client objectives, circumstances, and risk tolerance. The firm may also recommend various other asset types based on client needs. BlueLine acts as a fiduciary when providing investment advice for retirement accounts, ensuring the best interest of clients. Additionally, the firm provides wealth advisory services covering areas such as cash flow, estate planning, insurance, and tax planning. BlueLine manages approximately $211 million in assets as of December 31, 2024, with both discretionary and non-discretionary assets under management. The firm charges annual asset management fees of up to 1.50%, which are negotiable based on services provided. BlueLine may also offer sub-advisory services, pension consulting, and outsourced Chief Investment Officer services for additional fees. The firm does not charge performance-based fees and does not have minimum account size requirements. The firm's investment strategies include fundamental, technical, quantitative, and cyclical analysis techniques. BlueLine emphasizes risk management and provides detailed information on various risks associated with investing, such as asset class risk, concentration risk, and market risk. BlueLine does not provide custodial services and does not accept or maintain custody of client funds or securities. The firm exercises investment discretion over client accounts, making trades based on client objectives and agreed-upon guidelines. The firm's team includes Frank Sabin, CFA®, Eric Giacobba, and Leonard P. Turcotte, who bring diverse educational backgrounds and professional experiences to BlueLine Advisors LLC. The team is supervised by Frank Sabin, who ensures compliance with the firm's policies and Code of Ethics. Clients receive regular reports on their accounts, and the firm emphasizes transparency and client communication.
$88,534,567 under management
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSelection Of Other AdvisersSub-advisory Services; Consulting On Non-securities Related Projects
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Exeter, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Exeter. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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