David Ely is a CFP, ChFC-designated registered investment advisor at Sugar Hill Advisors, LLC, based in Enfield, NH, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $2,500 to $7,500, depending on complexity
- Issue-based financial advice — $300 per hour, with a maximum total fee quoted in advance
Location
Enfield, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sugar Hill Advisors, LLC
State Registrations1 state
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