Mascoma Wealth Management

Mascoma Wealth Management (CRD# 174907) is a financial advisory firm headquartered in Hanover, NH. They manage $127,597,460 in 210 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    210
    ACCOUNTS
  • Average Account Value
    $607,607
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NH, VT

Financial Advisors at Mascoma Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Fletcher S. Cole
CRD#: 2399974
80 South Main Street, Hanover, NH 03755
96
Wealthminder
score

Fletcher Cole (CRD# 2399974) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 22 years of experience in the finance industry.

2
Kimberley M. Robinson
CRD#: 1967464
80 South Main Street, Hanover, NH 03755
96
Wealthminder
score

Kimberley Robinson (CRD# 1967464) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 22 years of experience in the finance industry. Kimberley Robinson 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
Robert T. Boon
CRD#: 2204796
80 South Main Street, Hanover, NH 03755
93
Wealthminder
score

Robert Boon (CRD# 2204796) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has over 24 years of experience in the finance industry.

4
Bruce G. McLaren
CRD#: 3029115
8 Main Street, Littleton, NH 03561
93
Wealthminder
score

Bruce McLaren (CRD# 3029115) is an Investment Advisor Representative working at Mascoma Wealth Management in Littleton, NH and has over 18 years of experience in the finance industry.

5
Todd D. Allen
CRD#: 6458834
80 South Main Street, Hanover, NH 03755
88
Wealthminder
score

Todd Allen (CRD# 6458834) is an Investment Advisor Representative working at Mascoma Wealth Management in Hanover, NH and has 1 year of experience in the finance industry.

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