Measured Wealth Private Client Group, LLC

Measured Wealth Private Client Group, LLC (CRD# 170442) is a financial advisory firm headquartered in Portsmouth, NH. They manage $219,051,100 in 1,235 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    1,235
    ACCOUNTS
  • Average Account Value
    $177,369
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
  • Selection of other advisers (including private fund managers)
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, LA, MA, ME, NH, NY, TX, VT

Financial Advisors at Measured Wealth Private Client Group, LLC
Showing 1 - 8 of 8 top financial advisors.
1
David B. McNamee
CRD#: 3223069
6 B Washington St., Suite 101, Sanford, ME 04073
96
Wealthminder
score

David McNamee (CRD# 3223069) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Sanford, ME and has over 19 years of experience in the finance industry. David McNamee 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
Raymond L. Bald
CRD#: 4994693
303 Islington Street, Portsmouth, NH 03801
93
Wealthminder
score

Raymond Bald (CRD# 4994693) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 11 years of experience in the finance industry.

3
Edward H. Benway
CRD#: 2224897
303 Islington Street, Portsmouth, NH 03801
93
Wealthminder
score

Edward Benway (CRD# 2224897) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 23 years of experience in the finance industry.

4
Kelly Foss-Root
CRD#: 3072553
303 Islington Street, Portsmouth, NH 03801
93
Wealthminder
score

Kelly Foss-Root (CRD# 3072553) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.

5
Christopher L. James
CRD#: 3058806
303 Islington Street, Portsmouth, NH 03801
93
Wealthminder
score

Christopher James (CRD# 3058806) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has over 19 years of experience in the finance industry.

6
Kyle D. Powers
CRD#: 5616304
4800 N. Federal Highway, Suite 207d, Boca Raton, FL 33431
93
Wealthminder
score

Kyle Powers (CRD# 5616304) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Boca Raton, FL and has over 9 years of experience in the finance industry.

7
Michael Y. Fung
CRD#: 6472806
303 Islington Street, Portsmouth, NH 03801
90
Wealthminder
score

Michael Fung (CRD# 6472806) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.

8
Richard L. Kesner
CRD#: 1979030
4800 N. Federal Highway, Suite 207d, Boca Raton, FL 33431
87
Wealthminder
score

Richard Kesner (CRD# 1979030) is an Investment Advisor Representative working at Measured Wealth Private Client Group, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

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