603 Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
603 Financial Advisors, LLC is an SEC‑registered independent investment adviser that serves individuals, high‑net‑worth clients, trusts, estates and charitable organizations. The firm provides discretionary wealth management and comprehensive financial planning, constructing portfolios from ETFs, diversified mutual funds, individual equities and fixed‑income securities.
The firm generally pursues a long‑term investment approach informed by both fundamental and technical analysis, tailoring asset allocation to each client’s goals, time horizon, risk tolerance and tax considerations. Accounts are managed on a discretionary basis with ongoing monitoring, while the advisor may transact on shorter time horizons for rebalancing, tax harvesting or to meet client cash needs.
Compared with many peers, 603 Financial is among a small share of independent firms that explicitly accept charitable organizations as clients and manages roughly $107 million in assets across about 160 client relationships in a single‑advisor practice. The firm’s principal also maintains separate roles as a registered representative of a broker‑dealer and as a licensed insurance professional, and the advisory practice participates in an institutional custodian platform that provides economic benefits; these arrangements and related conflicts are disclosed in the firm’s brochure.
Client services
Expertise
Fee options
$0 - $49,999: 1.25% $50,000 - $99,999: 1.00% $100,000 - $499,999: 0.75% $500,000 - $999,999: 0.65% $1,000,000 - $1,999,999: 0.60% $2,000,000+: 0.50%
Separate commissions may be earned by Mr. Eddy in his capacity as Registered Representative of Fortune Financial and insurance professional; these are separate from 603 Financial's advisory fees.
Fee-only: Fees are based on assets under management; no commissions for investment management services.
Main office
Newfields NH
Advisors at this office
1
Most active in
Florida · Massachusetts · New Hampshire · North Carolina · Vermont
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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