Hurst & DeGraffenried Wealth Management, LLC

Updated today

Find your advisor

Client assets under management

$17,706,502

Clients

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,180,433

About

Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, and its ADV also lists trusts, estates, corporations and high‑net‑worth individuals among potential client types. The firm offers ongoing discretionary investment management with a written Investment Policy Statement for each client and charges negotiable percentage‑of‑AUM fees, alongside fixed or hourly fees for financial planning.

The firm’s investment process emphasizes client‑specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading authority, and it employs a mix of analytical approaches including fundamental, technical, charting and cyclical analysis. H&D may use a broad range of instruments—mutual funds, equities, bonds, ETFs, REITs, private placements and, infrequently, options—and can aggregate block trades across multiple client accounts.

Noteworthy aspects include a very small, closely managed client base (about 15 clients and roughly $17.7 million in discretionary AUM) with all account reviews and financial plans conducted by the managing member, which implies a high degree of advisor involvement relative to many peers. The firm does not take custody of client assets, requires clients to use a recommended custodian, offers a wrap fee program, and states it does not accept commissions or performance‑based fees.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies

Fee options

Fixed

Fixed financial planning fees range from $1,000 to $5,000, fees are negotiable

Percentage

Maximum annual fee is 2% of assets under management, fees are negotiable and paid monthly in arrears

Project-based

Hourly financial planning fees range from $100 to $300 per hour, fees are negotiable

Main office location

Hurst & DeGraffenried Wealth Management, LLC

Milford NH, United States

Number of offices

Most active in

New Hampshire

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 6037323233

Advisors at this firm

Jennifer D

Series 65

Bedford, NH

Hurst & DeGraffenried Wealth Management, LLC

Jennifer Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC in Bedford, NH, holding a Series 65 designation with 10 years of industry experience. She has been associated with N/a since 1997. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm uses client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading authority, employing a combination of fundamental, technical, charting, and cyclical analysis across a broad range of investment instruments.

Options & derivatives strategies

Samuel D

Series 63, Series 66

Milford, NH

Hurst & DeGraffenried Wealth Management, LLC

Samuel Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2010. Outside of his advisory role, he consults with companies on reducing expenses and increasing operational efficiency. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm emphasizes client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading, utilizing a range of analytical approaches and investment instruments.

Options & derivatives strategies

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support