Advisor at Wadsworth & Daulaire Financial Planners
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Firm
Wadsworth & Daulaire Financial Planners
Location
Hanover, NH 03755
Credentials
CFP®
Industry experience
15 years
Eric Wadsworth is a CFP® professional with 15 years of experience in financial planning. He is a partner at Wadsworth & Daulaire Financial Planners and has worked previously with Financial Navigators Inc. Since 2010, he has also served as an assistant professor at Dartmouth College, teaching in the business school. Wadsworth & Daulaire Financial Planners provides comprehensive and focused financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm follows a tailored planning process and generally does not manage client assets, instead recommending asset allocations using mutual funds and ETFs while leaving ongoing investment management to clients or outside managers.
Based on Wadsworth & Daulaire Financial Planners
Based on Wadsworth & Daulaire Financial Planners
Flat fees as agreed in advance, payable upon completion of engagement
$175 to $500 per hour
Fee-only: Hourly fee ranging from $175 to $500 per hour; flat fees also offered as agreed in advance
45 Lyme Rd, Suite 305 A
Hanover, NH 03755
New Hampshire · Vermont
Financial Navigators Inc.
2019 - Present (7 years)
Wadsworth-Hansen Fin Plnrs
2011 - Present (15 years)
Dartmouth College
2010 - Present (16 years)
Eric Wadsworth, Financial Planning Educational Services
1990 - 2017 (27 years)
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Is not active or affiliated with:
Insurance agent
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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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