Reverie Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
20
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
TypicalAverage account size
$0
About
Reverie Wealth is an independent, fee-only advisory firm that provides written financial planning, budgeting and cash‑flow coaching, budgeting software setup and support, and educational seminars and speaking engagements. The firm works with individual clients (including high‑net‑worth clients) and, as disclosed in its brochure, also accepts corporate and charitable clients and offers services related to retirement plans and other institutional arrangements.
The firm’s advice is planning‑centric: it delivers project‑based and ongoing financial plans, provides investment recommendations and ESG‑aware asset allocation guidance, but does not currently provide discretionary investment management or custody recommendations — clients are responsible for implementing investment recommendations themselves. Reverie uses fundamental analysis and Modern Portfolio Theory in its approach and supplements planning with practical, hands‑on budgeting coaching and software configuration to help clients operationalize cash‑flow and savings goals.
Compared with many independent advisers, Reverie is notable for broad client coverage and public outreach: its brochure discloses services to charities and businesses and describes educational seminars, and the firm also reports working with a range of institutional clients and using endorsements and client testimonials in its advertising, which is uncommon for firms in this category. The brochure also discloses that the founder maintains concurrent senior roles outside the firm and that Reverie limits client intake to preserve timely service, a staffing and capacity choice highlighted as part of its operational practices.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Fixed fees for Project-Based Financial Planning ($500 - $20,000), Budgeting Software Setup Service ($800), Budgeting Software Ad Hoc Support ($300 per 45-minute session), Budgeting Coaching Service ($1,999), and Educational Seminars (up to $50,000).
Project-Based Financial Planning hourly rate $350.
Fee-only: Ongoing Financial Planning fixed quarterly or monthly fee ranging between $1,800 - $40,000 per year; Project-Based Financial Planning fixed fee range $500 - $20,000 or hourly fee $350 per hour; Budgeting Software Setup Service fixed fee $800; Budgeting Software Ad Hoc Support fixed fee $300 per 45-minute session; Budgeting Coaching Service fixed fee $1,999; Educational Seminars / Speaking Engagements fees range from $0 to $50,000 per seminar.
Main office location
Reverie Wealth
Rochester NH, United States
Number of offices
1
Most active in
Reverie Wealth has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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