Eric Wadsworth
Eric Wadsworth is a CFP-designated registered investment advisor at Wadsworth & Daulaire Financial Planners, based in Hanover, NH, with 15 years of industry experience. Eric 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
Firm Size
IM Fee
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.
Location
45 Lyme Rd, Suite 305A, Hanover, NH, 03755
Get directionsHistory
Regulatory History (1)
Regulatory
May 2014Other Business Activities
Eric is an Assistant Professor at Dartmouth College, dedicating about half his time to teaching since 2010. He is also a Partner at Wadsworth-Hansen Fin Plnrs and a Planner at Financial Navigators Inc., spending about a quarter of his time at each firm providing financial planning and advising services.
Employment History
Current Registrations
Wadsworth & Daulaire Financial Planners
Previous Registrations
Financial Navigators INC.
Wadsworth & Hansen, Financial Planners
State Registrations2 states
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.