Amherst Financial Group, LLC logo

Amherst Financial Group, LLC

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Client assets under management

$53,508,370

Clients

182

42% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

61

Typical

Average account size

$294,002

About

Amherst Financial Group primarily serves individual investors and small businesses, including both high‑net‑worth and non‑HNW clients, and provides discretionary and non‑discretionary portfolio management, comprehensive and stand‑alone financial planning, and hourly consulting. The firm also advises on retirement plan rollovers and can connect clients to third‑party asset managers and custodial platforms as part of its service offerings.

Investment strategies are tailored to client objectives—ranging from income and capital preservation to aggressive growth—and emphasize continuous supervision, periodic rebalancing, and asset allocation across mutual funds, ETFs, structured products, and selected individual securities. The firm supplements its process with TAMP relationships and an insured deposit cash management option through StoneCastle, and it uses AI tools for real‑time note‑taking and preliminary research under human oversight with an opt‑out option for clients.

What's distinctive is the firm’s affiliation with a full‑service insurance and employee‑benefits business that specializes in low‑cost medical, dental, life, and disability plans for small businesses, enabling both fee‑based insurance solutions and separate commissionable insurance, mortgage, tax preparation, and student‑loan lending activities by firm principals; these non‑advisory activities and related compensation are disclosed and managed through the firm’s fiduciary and compliance procedures. As a small supported practice with three advisors and about $53.7 million in AUM serving roughly 182 clients, Amherst combines conventional advisory services with integrated insurance and cash‑management capabilities that are less common among similar firms.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Income planning Tax-loss harvesting Student loan debt

Occupation focus

Founder/Business Owner Self-Employed

Fee options

Fixed

$2,500 to $5,000 fixed fee for financial planning

Percentage

0.75% to 1.25% quarterly (negotiable)

Project-based

$250 per hour

Other

Fee-only: 0.75% to 1.25% quarterly (negotiable)

Main office location

Amherst Financial Group, LLC

8 Main Street

Amherst NH 03031, United States

Number of offices

1

Most active in

Massachusetts · New Hampshire

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Robert E

CFP®, Series 63, Series 65

Amherst, NH

Amherst Financial Group, LLC

Robert Ellis is a CFP®-certified financial advisor with 24 years of industry experience. He is the principal of Amherst Financial Group, LLC, which he founded in 2021, and has also worked with LPL Financial since 2012. In addition to his advisory work, Ellis serves as an on-call volunteer firefighter with the Amherst Fire Department. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients, offering tailored investment strategies ranging from income preservation to aggressive growth. The firm integrates a broader set of affiliated financial services, including insurance, mortgage brokering, and tax preparation, to deliver a comprehensive approach beyond traditional portfolio management.

General retirement planning Income planning Tax-loss harvesting Student loan debt Founder/Business Owner Self-Employed
user avatar

Logan P

Series 63, Series 65

Amherst, NH

Amherst Financial Group, LLC

Logan Pettus is a financial advisor with Amherst Financial Group, LLC, holding Series 63 and Series 65 designations and one year of industry experience. His background includes roles in education at Southern New Hampshire University, Nashua Community College, Souhegan High School, and Amherst Middle School. Amherst Financial Group provides asset management and financial planning services primarily to individual and small-business clients, offering a range of investment strategies and financial products. The firm integrates technology tools in its processes and maintains affiliations with insurance and employee-benefits agencies, as well as offering mortgage brokering, tax preparation, and student-loan lending services.

General retirement planning Income planning Tax-loss harvesting Student loan debt Founder/Business Owner Self-Employed
user avatar

Brian H

Series 63, Series 65

Amherst, NH

Amherst Financial Group, LLC

Brian Howlett is a financial advisor with Amherst Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Putnam Investments in retail management for 13 years. Outside of financial advising, he is the managing partner and owner of Phenix Salon Suites, a salon studio rental business currently in development. Amherst Financial Group provides asset management and financial planning primarily to individual and small-business clients. The firm offers tailored investment strategies across a range of objectives and integrates a broader set of affiliated financial services, including insurance, employee benefits, mortgage brokering, tax preparation, and student-loan lending.

General retirement planning Income planning Tax-loss harvesting Student loan debt Founder/Business Owner Self-Employed
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