RIA Intel›Advisers›New Hampshire›MONADNOCK RETIREMENT SOLUTIONS, LLC

MONADNOCK RETIREMENT SOLUTIONS, LLC

Advisory

NH

Data as of Jan 21, 2026 · Source: SEC Form ADV

Average account
$158K
across 58 accounts
AUM per adviser
$9M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 21, 2026.

Total AUM
$9M
Discretionary %
0%
Clients
30
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$9M
Discretionary AUM$0
Non-Discretionary AUM$9M
Discretionary %0%
Total Clients30
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

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SUNFLOWER FINANCIAL PLANNING, LLC
$9M
KD WEALTH MANAGEMENT LLC
HAMPTON, NH
$10M
COBB FINANCIAL, LLC
$8M
STRATTON CAPITAL MANAGEMENT, LLC
$8M

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