Gulfstream Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Gulfstream Financial Group provides financial planning and general investment advice to individuals, trusts, estates, and business entities, producing written financial plans, consultations, and occasional educational seminars. Services are tailored to clients’ financial and tax situations and can be delivered as standalone plans or through an ongoing retainer arrangement.
The firm employs an asset-allocation, long-term planning approach that evaluates short-term cash needs and risk/reward objectives before recommending allocations across money market instruments, stocks, bonds, annuities, and other products. Gulfstream does not exercise discretionary trading authority for clients and client assets are held at third‑party custodians, with custodial statements provided directly to clients.
Distinctive features include the use of hourly consultation fees and negotiable fixed fees for written plans rather than relying on percentage‑of‑assets‑under‑management pricing, which is atypical for firms in this category. The partners are also registered representatives affiliated with a broker/dealer, receive commission‑based compensation for product sales (approximately 30% of firm time), and use the broker/dealer’s approved product lists and custody arrangements, reflecting a dual-registered operating model.
Client services
Expertise
Fee options
Fixed fees for written financial plans ranging from $450 to $5,000, negotiable based on complexity
Commission-based compensation for sale of securities and investment products through LPL Financial LLC, but Gulfstream Financial Group LLC does not double-dip with advisory fees
Negotiable up to $250 per hour for consultations
Fee-only: Hourly charges up to $250 per hour, Fixed fees for written financial plans ranging from $450 to $5,000 depending on complexity
Main office
278 Lafayette Road, Suite 11
Portsmouth NH 03801
Advisors at this office
1
Most active in
New Hampshire
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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