Saco River Financial Planning

Saco River Financial Planning (CRD# 173682) is a financial advisory firm headquartered in North Conway, NH. They manage $3,218,121 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $80,453
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
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.

ME, NH

Financial Advisors at Saco River Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Deborah J. Doucet
CRD#: 4780023
Bartlett, NH
96
Wealthminder
score

Deborah Doucet (CRD# 4780023) is an Investment Advisor Representative working at Saco River Financial Planning in Bartlett, NH and has over 12 years of experience in the finance industry. Deborah Doucet 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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