Wadsworth & Daulaire Financial Planners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning services to individuals, families, employer retirement plans, trusts and small businesses. Its services cover comprehensive and focused planning across investments, retirement, college funding, taxes, estate planning and insurance, and the brochure states the firm does not manage client assets.
The firm follows a tailored planning process—defining the relationship, gathering client data and goals, analyzing financial information, developing and implementing recommendations, and monitoring results—and may recommend or implement asset allocations using mutual funds and ETFs. It generally leaves ongoing investment management, custody and trade execution to clients or outside managers and does not accept discretionary trading authority.
Noteworthy features for a firm of this size include charging planning fees on a flat or hourly basis rather than percentage-of-assets fees and an explicit policy of not accepting commissions or other third‑party economic benefits. The brochure also discloses that a principal maintains an academic appointment and that the advisers hold professional credentials (CPA/CFP) and backgrounds in benefits, compliance and human resources, which the firm identifies as shaping its planning focus and capacity.
Client services
Expertise
Fee options
Flat fees as agreed in advance, payable upon completion of engagement
$175 to $500 per hour
Fee-only: Hourly fee ranging from $175 to $500 per hour; flat fees also offered as agreed in advance
Main office
45 Lyme Rd, Suite 305 A
Hanover NH 03755
Advisors at this office
3
Most active in
New Hampshire · Vermont
Also doing business as
Hansen Accounting Services Inc. · Wadsworth & Daulaire Financial Planners · Wadsworth & Hansen Financial Planners · Wadsworth & Hansen, Financial Planners
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.
Forms ADV
Advisors at this firm
Leif D
CFP®, Series 65
Hanover, NH
Wadsworth & Daulaire Financial Planners
Leif Daulaire is a CFP® professional with six years of experience, currently serving at Wadsworth & Daulaire Financial Planners in Hanover, NH. His prior roles include positions at Financial Navigators Inc. and Global Rescue LLC. Wadsworth & Daulaire Financial Planners provides comprehensive financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm emphasizes a tailored planning process and generally does not manage client assets or accept discretionary trading authority.
Stephanie Y
Series 65
Hanover, NH
Wadsworth & Daulaire Financial Planners
Stephanie Yaroshevich is a financial advisor at Wadsworth & Daulaire Financial Planners in Hanover, NH, with one year of industry experience. She holds a Series 65 designation and previously worked at Global Rescue LLC for 13 years. Wadsworth & Daulaire Financial Planners provides financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm offers comprehensive and focused planning across various areas and follows a tailored planning process, generally recommending mutual funds and ETFs while leaving ongoing investment management to clients or outside managers.
Eric W
CFP®
Hanover, NH
Wadsworth & Daulaire Financial Planners
Eric Wadsworth is a CFP® professional with 15 years of experience in financial planning. He is a partner at Wadsworth & Daulaire Financial Planners and has worked previously with Financial Navigators Inc. Since 2010, he has also served as an assistant professor at Dartmouth College, teaching in the business school. Wadsworth & Daulaire Financial Planners provides comprehensive and focused financial planning services to individuals, families, employer retirement plans, trusts, and small businesses. The firm follows a tailored planning process and generally does not manage client assets, instead recommending asset allocations using mutual funds and ETFs while leaving ongoing investment management to clients or outside managers.
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