DAVID WENDELL ASSOCIATES, INC.

Name: DAVID WENDELL ASSOCIATES, INC.
Address: 1 NEW HAMPSHIRE AVENUE, SUITE 300, PORTSMOUTH, NH 03801, portsmouth, RI, US
Telephone: (603) 427-0200
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Portsmouth, Rhode Island

📍 1 NEW HAMPSHIRE AVENUE, SUITE 300, PORTSMOUTH, NH 03801, Portsmouth, Rhode Island

📞 (603) 427-••••

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📍 1 NEW HAMPSHIRE AVENUE, SUITE 300, PORTSMOUTH, NH 03801, Portsmouth, Rhode Island

About DAVID WENDELL ASSOCIATES, INC.

DAVID WENDELL ASSOCIATES, INC. is a financial advisor located in Portsmouth, Rhode Island. As a local financial advisor, they serve Portsmouth and surrounding communities in Rhode Island. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Portsmouth should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Rhode Island securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Portsmouth

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Portsmouth may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Portsmouth

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Portsmouth?

Financial Advisors in Portsmouth typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Portsmouth?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Portsmouth to choose from.

Does DAVID WENDELL ASSOCIATES, INC. offer free quotes?

Contact DAVID WENDELL ASSOCIATES, INC. directly to ask about free estimates. You can also request a quote through ProHorizon.

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