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Christopher Thomas Pessotti

Advisor at Independence Financial Advisors, LLC — Franklin, NH

Updated today

Credentials

Series 65

Experience

7 years

Location

Franklin, NH 03235

Independence Financial Advisors, LLC logo

Independence Financial Advisors, LLC

Team

Total advisors

8

Across 2 offices

Clients per advisor

342 Very High

Avg AUM per client

$148,728 Very Low

HNW client ratio

1% Very Low

About

Christopher Pessotti is a financial advisor at Independence Financial Advisors, LLC in Franklin, NH, holding a Series 65 designation with seven years of industry experience. He has worked since 2012 at TMMC Inc., where he serves as an insurance agent advising on fixed annuities and fixed life insurance products. Independence Financial Advisors primarily serves individual and high-net-worth clients, offering portfolio management and financial planning services. The firm employs defined model allocations and manages portfolios mostly on a discretionary basis, with a notable client base supported by a seven-advisor team.

Client services

Based on Independence Financial Advisors, LLC

Financial planning Portfolio management
Advertisement and sale of fixed/ fixed-index annuity products

Expertise

Based on Independence Financial Advisors, LLC

Wealth management General retirement planning

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Fee options

Fixed

One-time flat fees may be charged if agreed upon with client; no specific amounts stated.

Percentage

$100,000 - $750,000: 1.0% $750,001 - $1,500,000: 0.90% $1,500,001 - $3,000,000: 0.85% $3,000,001+: Negotiable (Fixed-Income Accounts only, 0.50%) Charitable/Non-Profit+: Negotiable

Project-based

Hourly fees may be charged if agreed upon with client; no specific rate stated in brochure.

Other

Account minimum: $100,000

Location

See office

Franklin, NH

402 Central Street

Franklin NH 03235

Advisors at this office

7

Most active in

Massachusetts · New Hampshire

Work history

7 years of industry experience

TMMC INC

2012 - Present • 14 years

Burlington, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brandon A

Series 63, Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Brandon Archibald is a financial advisor at The Ivy League Advisory Group, LLC with 13 years of industry experience. He has held Series 63 and Series 65 licenses and has been with his current firm since 2014. Outside of his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and hosts public educational seminars.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Christopher D

Series 65

Gilford, NH

C2C Wealth Management, LLC

Christopher Della Valle is the sole advisor at C2C Wealth Management, LLC in Gilford, NH. He holds a Series 65 designation and has over seven years of experience in advisory roles, including nine years with DV Consulting Group LLC and a year at Dunkin' Donuts LLC. C2C Wealth Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm constructs portfolios using ETFs, individual stocks and bonds, and independent managers when appropriate, emphasizing fundamental analysis and a long-term investment orientation.

Wealth management Passive / index investing College savings (529s, UTMA, etc.)
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Markus C

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Markus Cole is a financial advisor with The Ivy League Advisory Group, LLC, holding a Series 65 credential. He has been affiliated with the firm since 2019 and has prior experience as a sole proprietor. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans through non-discretionary asset management, financial planning, and limited-scope ERISA 3(21) plan services. The firm also offers access to 529 college-savings options, arranges relationships with third-party money managers, and holds public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Peter L

Series 65

Tilton, NH

The Ivy League Advisory Group, LLC

Peter Laufenberg is a financial advisor at The Ivy League Advisory Group, LLC with nine years of industry experience. He holds a Series 65 credential and has been with the firm since 2016. In addition to his advisory role, he maintains an active insurance practice. The Ivy League Advisory Group provides investment advice and planning primarily to individuals, high-net-worth clients, and retirement plans, offering non-discretionary asset management, ongoing financial planning, and limited-scope ERISA 3(21) plan services. The firm also arranges relationships with third-party money managers and offers public educational seminars and workshops.

Retirement income strategy Social Security optimization General tax planning Wealth management Retirement plans for business owners (SEP, solo 401k)
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Luis T

Series 65

Franklin, NH

Independence Financial Advisors, LLC

Luis Trigueros is a financial advisor at Independence Financial Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Independence Financial Advisors, he worked at Lockwood Hills Federal, LLC and has held positions in healthcare and mental health organizations. Independence Financial Advisors primarily serves individual clients, including high-net-worth households, offering separately managed account portfolio management and financial planning services. The firm manages assets on both discretionary and non-discretionary bases using defined model allocations and an internal approved list of securities.

Wealth management General retirement planning
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Greg R

Series 63, Series 65

Gilford, NH

Hampshire Family Office

Greg Reidy is a financial advisor at Hampshire Family Office with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Four Points Capital Partners and Fieldpoint Private Securities, LLC. Reidy serves as CEO and registered investment advisor representative at Hampshire Family Office. Hampshire Family Office provides discretionary and non-discretionary investment management, financial planning, and consulting primarily to high-net-worth individuals, families, trusts, qualified purchasers, and institutional clients. The firm employs a variety of analytical methods and strategies, including tactical asset allocation and direct indexing, and manages approximately $884 million with a focus on concentrated, family-office style client relationships.

Options & derivatives strategies Private / alternative investments
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