Grove Street Fiduciary, LLC

Grove Street Fiduciary, LLC (CRD# 107703) is a financial advisory firm headquartered in Peterborough, NH. They manage $249,018,594 in 292 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $852,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, TX, VT

Financial Advisors at Grove Street Fiduciary, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Carl A. Johnson
CRD#: 4343732
20 Grove Street, Peterborough, NH 03458
96
Wealthminder
score

Carl Johnson (CRD# 4343732) is an Investment Advisor Representative working at Grove Street Fiduciary, LLC in Peterborough, NH and has over 17 years of experience in the finance industry. Carl Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Hazel E. Hensel
CRD#: 6644697
20 Grove Street, Peterborough, NH 03458
90
Wealthminder
score

Hazel Hensel (CRD# 6644697) is an Investment Advisor Representative working at Grove Street Fiduciary, LLC in Peterborough, NH and has 1 year of experience in the finance industry. Hazel Hensel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Heather Long
CRD#: 6359338
20 Grove Street, Peterborough, NH 03458
90
Wealthminder
score

Heather Long (CRD# 6359338) is an Investment Advisor Representative working at Grove Street Fiduciary, LLC in Peterborough, NH and has 1 year of experience in the finance industry. Heather Long has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Eline M. Ruediger
CRD#: 4763109
20 Grove Street, Peterborough, NH 03458
90
Wealthminder
score

Eline Ruediger (CRD# 4763109) is an Investment Advisor Representative working at Grove Street Fiduciary, LLC in Peterborough, NH and has 1 year of experience in the finance industry. Eline Ruediger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Matthew D. Sheers
CRD#: 5087660
20 Grove Street, Peterborough, NH 03458
90
Wealthminder
score

Matthew Sheers (CRD# 5087660) is an Investment Advisor Representative working at Grove Street Fiduciary, LLC in Peterborough, NH and has 1 year of experience in the finance industry. Matthew Sheers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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