LD
CFP
LD
CFP

Leif Daulaire

7 Years of Experience
Hanover, NH

Leif Daulaire is a CFP-designated registered investment advisor at Wadsworth & Daulaire Financial Planners, based in Hanover, NH, with 7 years of industry experience. Leif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 500 clients.

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

Fee Structure

  • Hourly consulting — $175 to $500 per hour depending on the specific engagement
  • Flat-fee projects — Set fee agreed upon in advance for comprehensive or targeted financial planning services
Hourly Rate:$175 - $500/hr
Loading...

Location

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

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Wadsworth & Daulaire Financial Planners
January 2020 - Present · 6 yrs 9 mos
Previous Registrations
Financial Navigators INC.
August 2019 - December 2019 · 4 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.
More Advisors
Leif Daulaire - Financial Advisor | TrueAdvisor