Advisor at Wadsworth & Daulaire Financial Planners
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Firm
Wadsworth & Daulaire Financial Planners
Location
Hanover, NH 03755
Credentials
CFP®, Series 65
Industry experience
6 years
Leif Daulaire is a CFP® professional with six years of experience, currently serving at Wadsworth & Daulaire Financial Planners in Hanover, NH. His prior roles include positions at Financial Navigators Inc. and Global Rescue LLC. Wadsworth & Daulaire Financial Planners provides comprehensive financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm emphasizes a tailored planning process and generally does not manage client assets or accept discretionary trading authority.
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
Wadsworth & Hansen, Financial Planners
2020 - Present (6 years)
Financial Navigators Inc.
2019 - 2019 (1 year)
Student/Self Employed
2019 - Present (7 years)
Global Rescue LLC
2012 - 2018 (6 years)
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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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