Advisor at Monadnock Retirement Solutions, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Monadnock Retirement Solutions, LLC
Location
Hancock, NH
Credentials
Series 63, Series 65, Series 66
Industry experience
18 years
Thomas Villeneuve is a financial advisor with Monadnock Retirement Solutions, LLC, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has held prior roles at Citizens Securities, NYLIFE Securities, New York Life Insurance Company, and Baltimore Life. Outside of advisory work, he serves as a part-time instructor providing basic financial education at UNH Cheshire Academy of Lifelong Learning. Monadnock Retirement Solutions offers comprehensive financial planning and investment management to individual and high-net-worth clients, focusing on written financial plans and ongoing portfolio oversight. The firm manages client assets primarily on a non-discretionary basis and incorporates insurance and long-term care reviews, 401(k) evaluations, and tailored model portfolios through third-party sub-advisers.
Based on Monadnock Retirement Solutions, LLC
Based on Monadnock Retirement Solutions, LLC
Financial planning fixed fees from $750 to $10,000
0.30% to 1.00% annually, negotiable
$350 per hour for financial planning
Fee-only: Financial planning fixed fees range from $750 to $10,000; hourly rate is $350
Hancock, NH
New Hampshire
Monadnock Retirement Solutions, LLC
2019 - Present (7 years)
Citizens Securities, Inc.
2018 - 2019 (1 year)
NYLIFE Securities LLC
2017 - 2018 (1 year)
New York Life Insurance Co.
2017 - 2018 (1 year)
Baltimore Life
2017 - 2017 (1 year)
New York Life Insurance Co
2012 - 2017 (5 years)
Print Exchange Inc. dba Thomas Villeneuve
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Series 63, Series 66
Troy, NH
The Oakes Financial Group
CFP®, Series 63
Peterborough, NH
Grove Street Fiduciary, LLC
CFP®
Peterborough, NH
Grove Street Fiduciary, LLC
Series 65
Peterborough, NH
Monadnock Capital Partners, LLC
Series 65
Peterborough, NH
Monadnock Capital Partners, LLC
Series 66
Weare, NH
Blueprint Financial Advisors
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