SFM, LLC

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Client assets under management

$394,030,827

Clients

247

40% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,595,267

About

SFM provides investment advisory and financial planning to individuals (including high‑net‑worth clients), trusts, endowments, qualified retirement plan sponsors and business entities. The fee‑only firm manages roughly $403 million on a discretionary basis and offers ongoing portfolio management as well as standalone financial planning and hourly consulting.

The firm builds customized, model‑based portfolios that emphasize low‑cost institutional mutual funds and ETFs, long‑term diversification, and tax‑aware rebalancing, drawing on fundamental, technical and cyclical analysis. It also accepts limited discretion to trade investment‑grade individual fixed‑income securities and selectively includes private alternatives (for example, private infrastructure, private real estate and private debt) alongside public securities.

Noteworthy features include a relatively high cumulative account minimum (recently raised to $500,000), a formal staffing standard that emphasizes bachelor’s degrees and advanced credentials (CFP®, CFA®, CRC), and a multi‑advisor team structure supporting portfolio design and client service. The firm operates on a fee‑only basis, does not accept commissions or proxy‑voting authority for client accounts, and discloses a historical, non‑investment disciplinary matter involving an advisor that was expunged.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Tax-loss harvesting Cash flow / budgeting Private / alternative investments

Fee options

Percentage

$50,000 - $500,000: 1.375% $500,000 - $750,000: 1.125% $750,000 - $1,000,000: 1.00% $1,000,000 - $1,250,000: 0.95% $1,250,000 - $1,500,000: 0.875% $1,500,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.825% $3,000,000 - $4,000,000: 0.80% $4,000,000 - $5,000,000: 0.775% $5,000,000 - $6,000,000: 0.75% $6,000,000 - $7,000,000: 0.725% $7,000,000 - $9,000,000: 0.70% $9,000,000 - $10,000,000: 0.675% $10,000,000 - $25,000,000: 0.65% $25,000,000 - $50,000,000: 0.60% $50,000,000+: 0.55%

Project-based

$275 to $500 per hour, negotiable

Other

Account minimum: $500,000 Fee-only: Hourly rates range from $275 to $500 per hour, negotiable

Main office location

SFM, LLC

575 Front Street

Manchester NH 03102, United States

Number of offices

Most active in

California · Florida · Maine · Massachusetts · New Hampshire · Vermont

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 Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 603-625-8400

Advisors at this firm

Samuel G

CFP®

Manchester, NH

SFM, LLC

Samuel Graham is a CFP® at Sfm, LLC in Manchester, NH, with two years of industry experience. He has been with Sfm, LLC since 2015. Outside of his advisory role, Mr. Graham works as a valet at Hanover Street Chophouse. Sfm, LLC serves individuals, families, and institutional clients, managing approximately $323 million across 264 client relationships. The firm offers discretionary investment management and comprehensive financial planning, employing a mix of fundamental, technical, and cyclical analysis to customize portfolios using low-cost institutional funds and other investment vehicles.

General retirement planning Tax-loss harvesting Cash flow / budgeting Private / alternative investments

Glenn S

CFA®, Series 65

Manchester, NH

SFM, LLC

Glenn Sweeney is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at SFM, LLC since 1998. He holds the Series 65 designation and is based in Manchester, NH. SFM, LLC is a fee-only fiduciary firm that manages approximately $323 million for individuals, families, and institutional clients through a four-advisor team. The firm offers discretionary investment management, financial planning, retirement and estate planning, and related advisory services, utilizing a mix of fundamental, technical, and cyclical analysis alongside a diverse set of investment instruments.

General retirement planning Tax-loss harvesting Cash flow / budgeting Private / alternative investments

David S

CFP®, Series 63, Series 65

Manchester, NH

SFM, LLC

David Snyder is a CFP®-certified financial advisor with 10 years of industry experience. He currently works at SFM, LLC in Manchester, NH, where he has been employed since 2021, following prior roles at Citizens Bank and Citizens Securities, Inc. SFM, LLC serves individuals, families, and institutional clients, managing approximately $323 million across about 264 client relationships. The firm offers discretionary investment management and financial planning, using a combination of fundamental, technical, and cyclical analysis to customize portfolios with low-cost institutional funds and a broader range of instruments.

General retirement planning Tax-loss harvesting Cash flow / budgeting Private / alternative investments

Christopher J

CFP®

Manchester, NH

SFM, LLC

Christopher June is a CFP® professional with 10 years of industry experience, currently serving at SFM, LLC since 2018. He is based in Manchester, NH, and works within a four-advisor team at the firm. SFM, LLC manages approximately $323 million across about 264 client relationships, serving individuals, families, and various institutional clients. The firm provides discretionary investment management, financial planning, and related advisory services, employing a mix of fundamental, technical, and cyclical analysis with a broad range of investment instruments.

General retirement planning Tax-loss harvesting Cash flow / budgeting Private / alternative investments

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