The Wealth Conservatory

The Wealth Conservatory (CRD# 115932) is a financial advisory firm headquartered in Lebanon, NH. They manage $60,262,363 in 264 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    264
    ACCOUNTS
  • Average Account Value
    $228,267
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
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.

CA, MO, NH, TX, VT

Financial Advisors at The Wealth Conservatory
Showing 1 - 3 of 3 top financial advisors.
1
Michael A. Babcock
CRD#: 4837676
435 E. Walnut Street, Springfield, MO 65806
96
Wealthminder
score

Michael Babcock (CRD# 4837676) is an Investment Advisor Representative working at The Wealth Conservatory in Springfield, MO and has over 12 years of experience in the finance industry. Michael Babcock 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
Steven R. Bell
CRD#: 4860725
2300 First Street, #336k, Livermore, CA 94550
96
Wealthminder
score

Steven Bell (CRD# 4860725) is an Investment Advisor Representative working at The Wealth Conservatory in Livermore, CA and has over 15 years of experience in the finance industry. Steven Bell 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
John J. Hutchins
CRD#: 1123401
29 School Street, Po Box 1135, Lebanon, NH 03766
96
Wealthminder
score

John Hutchins (CRD# 1123401) is an Investment Advisor Representative working at The Wealth Conservatory in Lebanon, NH and has over 33 years of experience in the finance industry. John Hutchins 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.