The Wealth Conservatory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$117,386,664
Total clients
112
32% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
37
Average account size
$1,048,095
About
The Wealth Conservatory works with individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities to provide comprehensive financial planning, consulting, wealth management, and educational workshops and seminars. The firm operates on a fee-only basis and offers both discretionary portfolio management and standalone financial planning engagements.
The firm acts as an investment consultant rather than a securities analyst, allocating client assets primarily among mutual funds and ETFs and applying Modern Portfolio Theory and a passive, academic approach. Its process emphasizes systematic rebalancing and tax-loss harvesting, the use of asset-allocation and modeling tools, and seeking institutional share classes and restricted funds to lower expenses and improve implementation.
Distinctive features include an Investment Steward membership that provides consolidated quarterly reporting, online portfolio access across multiple custodians, and automatic calculation and execution of required minimum distributions from IRAs. The Wealth Conservatory also discloses that it does not vote client proxies, provides non-investment consulting on topics such as divorce-related financial matters, and has expanded its disclosures to address potential tariff-related investment risks.
Client services
Fee options
Fixed fees for financial planning and consulting services generally up to $15,000.
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually (next $2,000,000) $3,000,001 - $5,000,000: 0.30% annually (next $2,000,000) $5,000,001+: 0.15% annually (above $5,000,000)
Up to $300 per hour for financial planning and consulting services.
Account minimum: No minimum account size required to become a client; however, there is a minimum fee amount depending on the membership level selected. Minimum fee: Minimum fee amount depends on membership level selected; specific amounts not stated. Fee-only: Firm offers fee-only services including hourly fees up to $300/hour and fixed fees up to $15,000 for financial planning and consulting.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
The Wealth Conservatory
29 School Street
Lebanon NH 03766, United States
Number of offices
4
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