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Stephanie Yaroshevich

1 Year of Experience
Hanover, NH

Stephanie Yaroshevich is a registered investment advisor at Wadsworth & Daulaire Financial Planners, based in Hanover, NH, with 1 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 500 clients.

Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Wadsworth & Daulaire charges an hourly fee ranging from $175 to $500, or a flat fee, for their financial planning services. The specific fee is agreed upon in advance and stated in the client's engagement letter.

Hourly Rate:$175 - $500/hr
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Location

45 Lyme Rd, Suite 305A, Hanover, NH, 03755

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wadsworth & Daulaire Financial Planners
February 2025 - Present · 1 yr 2 mos
State Registrations2 states
NHVT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stephanie Yaroshevich - Financial Advisor | TrueAdvisor