Theodore Mulligan
Theodore Mulligan is a CFP-designated registered investment advisor at Financial Strategies Retirement Partners, based in Bedford, NH, with 9 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Financial Strategies Retirement Partners offers financial planning services on an hourly and fixed fee basis. The minimum hourly fee is $250. Fixed fees range from $1,000 to $20,000, depending on the complexity of your situation, time spent, research required, and staff resources. Typically, one-fourth to one-half of the fixed fee is due upfront, with the balance due upon completion of the project.
Location
3 Executive Park Drive, Suite 101 & 205, Bedford, NH, 03110
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Theodore sells fixed insurance products, dedicating minimal time to this activity. He also owns SEJ Properties LLC, a real estate entity, and spends minimal time managing it.
Employment History
Current Registrations
Financial Strategies Retirement Partners
Commonwealth Financial Network
Previous Registrations
Commonwealth Financial NetworkBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.