Alison Lyn Pyott
Advisor at Veris Wealth Partners, LLC — Portsmouth, NH
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
16 years
Location
Portsmouth, NH 03801
Veris Wealth Partners, LLC
Team
Alison Pyott is a CFP® professional with 15 years of industry experience, currently serving as an advisor at Veris Wealth Partners, LLC since 2007. She holds Series 63 and Series 65 licenses and is based in Portsmouth, NH. Veris Wealth Partners advises endowments, foundations, high-net-worth individuals, and families, providing discretionary and non-discretionary investment management, OCIO-style services, financial planning, and philanthropic advisory support. The firm focuses on sustainable and impact-oriented investment strategies, integrating ESG analysis and an Inclusion and Belonging framework across public and private asset classes.
Based on Veris Wealth Partners, LLC
Based on Veris Wealth Partners, LLC
Fixed fees for financial planning generally range from $2,500 to $10,000; consulting fees generally range from $5,000 to $250,000
$0.00 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.65% $10,000,000.01 - $25,000,000: 0.55% $25,000,000.01 - $50,000,000: 0.45% $50,000,000.01 - $75,000,000: 0.35% $75,000,000.01 - $100,000,000: 0.25% $100,000,000.01+: 0.20% but negotiable
Hourly fees for financial planning and consulting services generally range from $250 to $1,000 per hour
Account minimum: $5,000,000 Minimum fee: A minimum of $5,000 is applied across all accounts Fee-only: Fixed fees generally range from $2,500 to $10,000 for financial planning and $5,000 to $250,000 for consulting; hourly fees range from $250 to $1,000 per hour
Portsmouth, NH
1 Cate Street 4th Floor
Portsmouth NH 03801
Advisors at this office
2
New Hampshire
16 years of industry experience
Veris Wealth Partners, LLC
2007 - Present • 19 years
Portsmouth, NH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)