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Jeffrey Hare

Advisor at Aventus Investment Advisors, Inc.

Updated today
Aventus Investment Advisors, Inc. logo

Firm

Aventus Investment Advisors, Inc.

Location

Moultonborough, NH

Credentials

CFA®, Series 63

Industry experience

27 years

Client services

Financial planning Portfolio management Educational seminars or workshops
General consulting; alternative investment evaluation, assistance with tax filing

Fee options

Fixed

Financial planning fixed fees generally range between $1,000 and $20,000 depending on complexity and scope; general consulting fees range from $1,000 to $50,000 depending on project complexity

Percentage

$0 - $100,000: 1.25% $100,000 - $500,000: 1.00% $500,000 - $1,000,000: 0.95% $1,000,000 - $2,500,000: 0.85% $2,500,000 - $5,000,000: 0.80% $5,000,000+: 0.70%

Commissions

Life and annuity insurance products commissions; less than 5% of business; commissions separate from advisory fees

Project-based

Alternative investment evaluation fees typically $300/hour (may be waived if client pays for other services)

Other

Account minimum: $500,000 (typical minimum, subject to review based on overall client relationship)

Work history

Purshe Kaplan Sterling Investments

2015 - 2016 (1 year)

Aventus Investment Advisors

2010 - Present (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

Retirement income strategy Wealth management General estate planning guidance

Gary M

Series 63, Series 65, Series 66

Melvin Village, NH

Merrill

Gary Mc Guirk is a Private Wealth Advisor at Merrill Private Wealth Management, where he focuses on helping clients develop customized wealth management strategies. With over 27 years of experience, Gary and his team emphasize risk tolerance, liquidity needs, cash flow analysis, and after fee/tax returns to create tailored plans that address the unique and evolving wealth preservation needs of families. His approach includes holistic planning that considers both long- and short-term goals, tax-efficient strategies, and wealth transfer to future generations. Before joining Merrill in 2002, Gary was a Managing Director at Robertson Stephens and began his career at Montgomery Securities. He practiced law in Connecticut and Massachusetts from 1987 to 1996. Gary holds a Bachelor’s degree from the College of the Holy Cross and a Juris Doctorate with Honors from the University of Connecticut School of Law. He holds the Personal Investment Advisor (PIA) designation. Gary is actively involved in community and professional organizations, having served on the board of Nativity Preparatory School and supporting local charities such as Campaign for Catholic Schools in Boston and Pine Street Inn. He is also a frequent guest lecturer on finance and economics at the College of the Holy Cross. Outside of work, Gary enjoys boating, cooking, fishing, golfing, hiking, reading, and spending time with his family.

Wealth management Tax-loss harvesting Multi-generational wealth transfer General estate planning guidance

Brian L

CFP®, Series 66

Wolfeboro Falls, NH

Edward Jones

College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Wealth management General estate planning guidance Founder/Business Owner
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Elijah S

Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy College savings (529s, UTMA, etc.)

Keith B

Series 66

Moultonborough, NH

Edward Jones

Business ownership considerations Business exit / sale strategy Charitable giving & philanthropy General estate planning guidance Real estate investing Founder/Business Owner

Cari L

Series 63, Series 66

Meredith, NH

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy General estate planning guidance Wealth management Military & Veterans Women Professionals
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