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Brendel & Fisher Wealth Management, LLC (Hanover)


Brendel & Fisher Wealth Management, LLC is a large advisory firm based in Hanover. It manages $236.27 million of regulatory assets for 1,096 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Connecticut, Florida, Maine, and 6 other states.

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Brendel & Fisher Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Brendel & Fisher Wealth Management: assets under management

The assets under management (AUM) of Brendel & Fisher Wealth Management, LLC is $236.27 million. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $189.49 million in discretionary accounts and $46.78 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $186.87 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $570.49 thousand.
Brendel & Fisher Wealth Management has custody of $740 thousand in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brendel & Fisher Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hanover

The principal office where Brendel & Fisher Wealth Management, LLC performs its advisory services is located at 64 Lyme Road, Hanover, NH 03755, which is also the mailing address of the firm. An additional office of the firm is in Wolfeboro, NH. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 603-643-4441 or by fax 603-643-4449. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at brendelfisher.com/.


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