World Market Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
World Market Advisors provides financial planning, consulting and discretionary portfolio management to individuals (both high‑net‑worth and non‑HNW) and to institutional clients including pension plan sponsors, banks, trusts, estates and charitable organizations. Like many advisers in its category, it generally charges percentage‑of‑AUM advisory fees and offers portfolio management for individuals, while also making hourly and fixed‑fee engagements available and imposing no account minimums.
The firm uses a mix of fundamental, technical, cyclical and quantitative analysis to build client investment policy statements and typically implements long‑term, passive‑oriented portfolios under discretionary authority. Financial planning is delivered in multiple formats — including one‑time, comprehensive and a subscription model — and client plans and accounts are reviewed at least annually or when client circumstances or market conditions warrant.
Noteworthy for a firm of its size, World Market Advisors routinely provides pension consulting and bank advisory services under fixed‑fee engagements and has a co‑branding arrangement to facilitate multi‑bank cash allocations for clients. It also engages a third‑party service to monitor and pursue securities class‑action claims on clients’ behalf and offers a subscription planning product for DIY clients, features that are less common among similarly sized advisory firms.
Client services
Expertise
Occupation focus
Fee options
Financial planning one-time fees: $350 for Lightning Plan (approx 2 hours consultation), $3,500 for Comprehensive Plan (approx 10 hours + 1 year subscription); Pension consulting fixed fee: $25,000 annually billed quarterly; Bank advisory services fixed fee: $25,000 annually billed quarterly
Initial $0 - $1,000,000: 1.00% annually Assets over $1,000,000 - $5,000,000: 0.60% annually Assets over $5,000,000+: 0.25% annually
$350 per hour, billed in 15-minute increments
Monthly subscription fee of $139 for Agile Financial Planning Service
Main office
See officeHanover NH
Advisors at this office
2
Most active in
Florida · Massachusetts · New Hampshire · New York · Texas · Vermont
Also doing business as
World Market Advisors · World Market Advisors, 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 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
Quick links
Advisors at this firm
Linda A
Series 65
South Royalton, VT
World Market Advisors
Linda Armstrong is a financial advisor at World Market Advisors with three years of industry experience. She holds the Series 65 designation. Prior to her current role, she worked for Classical Conversations for a total of 11 years. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to both individual and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to develop investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.
Daniel M
Series 65
Hanover, NH
World Market Advisors
Daniel Megill is a Series 65-registered advisor with World Market Advisors in Hanover, NH. He has been in the industry since 2026 and previously held roles at Ethne Health and Samaritan's Purse. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to individuals and institutional clients. The firm employs a mix of fundamental, technical, cyclical, and quantitative analysis to construct long-term, passive-oriented portfolios and offers a range of financial planning services including a subscription model and pension consulting.
Douglas T
CFA®
Hanover, NH
World Market Advisors
Douglas Tengdin is a CFA® charterholder with six years of experience at World Market Advisors. He previously spent 19 years at Charter Trust Company. World Market Advisors provides financial planning, consulting, and discretionary portfolio management to individuals and institutional clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis to create investment policy statements and typically manages long-term, passive-oriented portfolios under discretionary authority.
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