Wadsworth & Daulaire Financial Planners

Updated today

Find your advisor

Client assets under management

Clients

500

26% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

167

Very High

Average account size

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

Financial planning Educational seminars or workshops

Expertise

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retirement income strategy

Fee options

Fixed

Flat fees as agreed in advance, payable upon completion of engagement

Project-based

$175 to $500 per hour

Other

Fee-only: Hourly fee ranging from $175 to $500 per hour; flat fees also offered as agreed in advance

Main office location

Wadsworth & Daulaire Financial Planners

45 Lyme Rd, Suite 305 A

Hanover NH 03755, United States

Number of offices

Most active in

New Hampshire · Vermont

Disclosures

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

Form ADV Part 2: Client Brochure

Quick links

Website 603-448-1705

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.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retirement income strategy

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.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retirement income strategy

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.

College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retirement income strategy

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.

Find your advisor

Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support