Samuel Degraffenried
Samuel Degraffenried is a registered investment advisor at Hurst & Degraffenried Wealth Management, LLC, based in Milford, NH, with 19 years of industry experience. Samuel 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. Their firm serves 15 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Milford, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samuel consults with companies on reducing expenses and increasing efficiency through Business Savings Consultants.
Employment History
Current Registrations
Hurst & Degraffenried Wealth Management, LLC
Previous Registrations
Triad Advisors, INC.
Strategic Advisers, INC.
State Registrations1 state
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