Hurst & DeGraffenried Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, and its ADV also lists trusts, estates, corporations and high‑net‑worth individuals among potential client types. The firm offers ongoing discretionary investment management with a written Investment Policy Statement for each client and charges negotiable percentage‑of‑AUM fees, alongside fixed or hourly fees for financial planning.
The firm’s investment process emphasizes client‑specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading authority, and it employs a mix of analytical approaches including fundamental, technical, charting and cyclical analysis. H&D may use a broad range of instruments—mutual funds, equities, bonds, ETFs, REITs, private placements and, infrequently, options—and can aggregate block trades across multiple client accounts.
Noteworthy aspects include a very small, closely managed client base (about 15 clients and roughly $17.7 million in discretionary AUM) with all account reviews and financial plans conducted by the managing member, which implies a high degree of advisor involvement relative to many peers. The firm does not take custody of client assets, requires clients to use a recommended custodian, offers a wrap fee program, and states it does not accept commissions or performance‑based fees.
Client services
Expertise
Fee options
Fixed financial planning fees range from $1,000 to $5,000, fees are negotiable
Maximum annual fee is 2% of assets under management, fees are negotiable and paid monthly in arrears
Hourly financial planning fees range from $100 to $300 per hour, fees are negotiable
Main office
See officeMilford NH
Advisors at this office
1
Offices (2)
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
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.
Forms ADV
Advisors at this firm
Jennifer D
Series 65
Bedford, NH
Hurst & DeGraffenried Wealth Management, LLC
Jennifer Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC in Bedford, NH, holding a Series 65 designation with 10 years of industry experience. She has been associated with N/a since 1997. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm uses client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading authority, employing a combination of fundamental, technical, charting, and cyclical analysis across a broad range of investment instruments.
Samuel D
Series 63, Series 66
Milford, NH
Hurst & DeGraffenried Wealth Management, LLC
Samuel Degraffenried is a financial advisor at Hurst & DeGraffenried Wealth Management, LLC with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with the firm since 2010. Outside of his advisory role, he consults with companies on reducing expenses and increasing operational efficiency. Hurst & DeGraffenried Wealth Management provides portfolio management and financial planning primarily to individual clients, including trusts, estates, corporations, and high-net-worth individuals. The firm emphasizes client-specific Investment Policy Statements, regular portfolio monitoring, and discretionary trading, utilizing a range of analytical approaches and investment instruments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)