Applied Capital Management, LLC provides comprehensive financial planning and consulting services tailored to individual client needs. Founded in 1990 and based in Londonderry, New Hampshire, the registered investment advisor is led by President David W. Hunt, Jr. The firm specializes in comprehensive financial evaluations covering personal cash flow, tax strategies, investments, insurance coverage, retirement planning, and estate planning. Applied Capital Management, LLC does not directly manage investment portfolios on an ongoing basis for individuals through the firm itself, but advisors are separately licensed with a brokerage firm to help clients implement recommendations. Clients receive a financial plan with recommendations, access to an online dashboard, and up to 12 months of ongoing consulting. The firm also offers project-based consulting and conducts educational seminars on money management and retirement planning.
Fee Structure
Applied Capital Management, LLC charges a fixed fee of up to $495 per year for ongoing financial planning services in the second year and beyond. This covers an annual review of your financial plan, consulting calls, and maintenance of your planning file. If you choose to have the firm's advisors manage your investments through their separate broker-dealer affiliation, this $495 annual planning fee is waived.
- Comprehensive financial plan — Up to $2,000 for the first year, which includes a complete evaluation of your financial situation, tax and cash flow analysis, investment review, insurance checkup, retirement planning, and estate strategies. This fee includes unlimited consultations for up to 12 months and access to a personal website dashboard.
- Consulting and project-based advice — $350 per hour for targeted help on specific topics such as estate planning, retirement, insurance, or reviewing an existing portfolio.