Wadsworth & Daulaire Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
500
26% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
167
Average account size
$0
About
The firm provides financial planning services to individuals, families, employer retirement plans, trusts and small businesses. Its services cover comprehensive and focused planning across investments, retirement, college funding, taxes, estate planning and insurance, and the brochure states the firm does not manage client assets.
The firm follows a tailored planning process—defining the relationship, gathering client data and goals, analyzing financial information, developing and implementing recommendations, and monitoring results—and may recommend or implement asset allocations using mutual funds and ETFs. It generally leaves ongoing investment management, custody and trade execution to clients or outside managers and does not accept discretionary trading authority.
Noteworthy features for a firm of this size include charging planning fees on a flat or hourly basis rather than percentage-of-assets fees and an explicit policy of not accepting commissions or other third‑party economic benefits. The brochure also discloses that a principal maintains an academic appointment and that the advisers hold professional credentials (CPA/CFP) and backgrounds in benefits, compliance and human resources, which the firm identifies as shaping its planning focus and capacity.
Client services
Expertise
Fee options
Flat fees as agreed in advance, payable upon completion of engagement
$175 to $500 per hour
Fee-only: Hourly fee ranging from $175 to $500 per hour; flat fees also offered as agreed in advance
Main office location
Wadsworth & Daulaire Financial Planners
45 Lyme Rd, Suite 305 A
Hanover NH 03755, United States
Number of offices
1
Most active in
New Hampshire · Vermont
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.
Forms ADV
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