Applied Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Applied Capital Management provides comprehensive financial planning and consulting services to individuals, trusts, estates and small businesses and reports serving about 500 clients. Its written plans address investments, taxes, insurance, retirement, estate matters and related administrative support.
The firm does not manage or custody client investment assets and reported $0 assets under management as of 12/31/2025; services focus on drafting plans, ongoing consulting (including up to 12 months of follow-up) and access to a client portal for plan maintenance. Implementation of recommendations is typically carried out through affiliated registered representatives or licensed insurance agents, and the firm charges fixed or hourly planning fees rather than percentage‑of‑AUM advisory fees.
Compared with many peers, ACM operates with a very high client‑to‑advisor ratio (one advisor serving roughly 500 clients) and conducts periodic multi‑session financial seminars for high schools and colleges. Related persons are separately licensed as insurance agents/brokers and as registered representatives of a broker‑dealer, and ACM discloses that commissions and product‑availability constraints associated with those roles can create conflicts of interest when implementing plan recommendations.
Client services
Expertise
Fee options
Separate commissions and 12b-1 fees earned by related persons when implementing transactions as registered representatives or insurance agents
Consulting services billed hourly at up to $350/hour; hourly rate used for pro-rated refunds if terminated before plan delivery
Minimum fee: Up to $2,000 during the first year; up to $495 per year for annual review from year 2 onward Fee-only: Financial planning fees and consulting fees; planning fees up to $2,000 first year, annual $495 thereafter; consulting at $350/hour or negotiated
Main office
50 Nashua Road, Suite 200
Londonderry NH 03053
Advisors at this office
1
Most active in
Florida · Maine · Massachusetts · New Hampshire · Texas
Also doing business as
Applied Capital Management, Inc · Applied Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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