The Wealth Conservatory

The Wealth Conservatory (CRD# 115932) is a financial advisory firm headquartered in Lebanon, NH. They manage $98,834,415 in 331 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
29 School Street, Lebanon, NH 03766
https://www.facebook.com/wealthconservatory/
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $298,593
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MO, NH, TX, VT

Financial Advisors at The Wealth Conservatory
Showing 1 - 3 of 3 top financial advisors.
1
Michael Babcock, financial advisor Springfield MO
Michael A. Babcock
CRD#: 4837676
435 E. Walnut Street, Springfield, MO 65806

Michael Babcock (CRD# 4837676) is an Investment Advisor Representative working at The Wealth Conservatory in Springfield, MO and has over 19 years of experience in the finance industry.

2
Steven Bell, financial advisor Livermore CA
Steven R. Bell
CRD#: 4860725
2300 First Street, #336k, Livermore, CA 94550

Steven Bell (CRD# 4860725) is an Investment Advisor Representative working at The Wealth Conservatory in Livermore, CA and has over 23 years of experience in the finance industry.

3
John Hutchins, financial advisor Lebanon NH
John J. Hutchins
CRD#: 1123401
29 School Street, Po Box 1135, Lebanon, NH 03766

John Hutchins (CRD# 1123401) is an Investment Advisor Representative working at The Wealth Conservatory in Lebanon, NH and has over 40 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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