Advisor at Sugar Hill Advisors, LLC
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Firm
Sugar Hill Advisors, LLC
Location
Enfield, NH
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
6 years
David Ely is a CFP® and ChFC® with six years of industry experience. He is the sole advisor at Sugar Hill Advisors, LLC, where he has worked since 2019, with prior experience at Twin Pines Housing Trust. Sugar Hill Advisors provides financial planning and advisory services to individuals, high-net-worth clients, and charitable organizations on a non-discretionary, project basis. The firm emphasizes diversified, long-term investment strategies using mutual funds and ETFs, tailoring recommendations to each client’s financial situation without managing client assets directly.
Based on Sugar Hill Advisors, LLC
Based on Sugar Hill Advisors, LLC
Fixed financial planning fees typically between $2,500 and $7,500 based on complexity
$300 per hour for issue-based financial advice
Fee-only: Financial planning fixed fees typically between $2,500 and $7,500; hourly fee of $300 per hour
Enfield, NH
New Hampshire
Sugar Hill Advisors, LLC
2019 - Present (7 years)
Twin Pines Housing Trust
2016 - 2017 (1 year)
Sugar Hill Advisors, LLC
2009 - 2019 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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SJ Boyle Wealth Planning, LLC
We help you write your own Smart Plan. A Smart Plan is your ongoing work in progress to get you where you want to go financially. We want to be your partner to make the job easier and more efficient. We will help develop your Smart Plan, coordinate it with your other advisors, and assure that it stays on track. We’re not afraid to challenge conventional wisdom about investing and preserving wealth. We utilize all available resources in pursuit of your goals with confidence and calm. At the end of the day, this effort is committed to you. It's about planning your voyage with purpose and intent, charting a course for an enviable outcome.
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