Top financial advisors in North Hampton, NH
We’ve curated a list of the best financial advisors in North Hampton, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$555,943,736
Number of advisors
7 advisors
| $555,943,736 | 7 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 North Hampton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Hampton. 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.
Cmh Wealth Management, LLC
CMH Wealth Management, LLC is a registered investment adviser founded in 2009, offering discretionary investment management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and more. The firm operates as a limited liability company in New Hampshire and is registered with the SEC. CMH provides tailored investment management services based on clients' individual needs and objectives, allocating assets among various securities. The firm acts as a fiduciary, obligated to act in clients' best interests, and charges fees based on assets under management. Clients have investment discretion but must provide necessary information for CMH to implement suitable strategies. Investment strategies are developed by an Investment Committee, utilizing both qualitative and quantitative analysis. CMH discloses potential risks associated with investments, such as market, company-specific, economic, and geopolitical risks. The firm does not charge performance-based fees and serves various client types, including individuals and business entities. Clients receive regular account reviews and statements, with custody services provided by a qualified custodian. CMH does not receive economic benefits for investment advice referrals and maintains strict ethical standards and client-focused practices.
$555,943,736 under management
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 North Hampton, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case North Hampton. 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.
Your first meeting is free.