Leif Daulaire
Leif Daulaire is a CFP-designated registered investment advisor at Wadsworth & Daulaire Financial Planners, based in Hanover, NH, with 6 years of industry experience. Leif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 500 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Wadsworth & Daulaire charges an hourly fee ranging from $175 to $500, or a flat fee, for their financial planning services. The specific fee is agreed upon in advance and stated in the client's engagement letter.
Location
45 Lyme Rd, Suite 305A, Hanover, NH, 03755
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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 →Employment History
Current Registrations
Wadsworth & Daulaire Financial Planners
Previous Registrations
Financial Navigators INC.
State Registrations2 states
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