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
Series 65
Experience Industry experience
1 year
Location
Franklin, NH
Edelman Financial Engines
Institution
Sarah Fleck is a financial advisor at Edelman Financial Engines with a Series 65 designation and one year of industry experience. Prior to joining Edelman Financial Engines, she worked in educational roles at New Hampton School and King Philip Regional School District. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.
Based on Edelman Financial Engines
Based on Edelman Financial Engines
Up to $10,000 one-time fee for financial plans (waivable). Some clients may have negotiated flat fees not exceeding 1.75% AUM.
$0 - $400,000: 1.75% $400,001 - $750,000: 1.25% $750,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,000 - Negotiable: Negotiable
Up to $10,000 one-time fee for financial plan development (can be waived). Online Advice up to $300/year.
Online Advice fees up to $300 per year, payable in advance by credit card.
Account minimum: $5,000 for Wrap Fee Program legacy EFS clients (may be reduced or waived at discretion), $500,000 for institutional clients (may be waived or reduced at discretion), $10,000 for Workplace IRA (may be waived), $5.00 for defined contribution plan participants prior to transactions. Minimum fee: $225 minimum quarterly fee may apply for Personal Advisor clients. Fee-only: Fees based on assets under management as per tiered schedule; no commissions.
Franklin, NH
Franklin NH
Advisors at this office
1
New Hampshire · Texas
1 year of industry experience
Edelman Financial Engines
2025 - Present • 1 year
Santa Clara, CA
New Hampton School
2023 - 2025 • 2 years
New Hampton, NH
King Philip Regional School District
2021 - 2023 • 2 years
Wrentham, MA
Student
2020 - 2021 • 1 year
Worcester, MA
The Hanover Insurance Group
2020 - 2020 • 1 year
Worcester, MA
Student
2020 - 2020 • 1 year
Worcester, MA
Worcester Polytechnic Institute (WPI)
2019 - 2019 • 1 year
Worcester, MA
Worcester Polytechnic Institute (WPI)
2019 - 2019 • 1 year
Worcester, MA
Student
2017 - 2018 • 1 year
Worcester, MA
Rivers Day Camp
2017 - 2017 • 1 year
Weston, MA
Student
2015 - 2017 • 2 years
Wrentham, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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.
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.
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.
Series 63, Series 65, Series 66
Tilton, NH
MHP Asset Management
Maurice Patterson is a financial advisor with MHP Asset Management in Tilton, NH, holding the Series 63, 65, and 66 designations and bringing 22 years of industry experience. He has been with MHP Asset Management since 2006 and also has experience at Mayflower Financial Advisors, LLC. In addition to his advisory role, he is a licensed insurance producer. MHP Asset Management is a state-registered investment adviser serving individuals, corporate pension and profit-sharing plans, charitable institutions, foundations, municipalities, and private investment funds. The firm employs a modern portfolio theory approach, utilizing tailored portfolios of individual securities and options contracts, and accommodates both discretionary and non-discretionary client arrangements.
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.
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.
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.
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.
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.
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