The Abbott Bennett Group

What The Abbott Bennett Group does

The Abbott Bennett Group, LLC is a privately held financial advisory firm founded in 2003 and headquartered at 41 South Main Street, Concord, New Hampshire, with a secondary North Country office in Stewartstown. The firm provides private wealth management and retirement income planning services to select individuals — primarily retirees and pre-retirees — through fee-based investment advisory services delivered in partnership with AlphaStar Capital Management, LLC (a SEC Registered Investment Adviser) and through individually licensed insurance agents offering life, annuity, long-term care, Medicare, and homeowners products. Core service areas include retirement income strategy, estate planning, 401(k) rollover advisory, Traditional and Roth IRA management, SEP-IRA services, RMD planning under SECURE Act 2.0, Medicare Part D planning, and charitable giving advisory.

The underlying technology is a standard financial advisory website built on FMG Suite's content management platform, featuring an integrated resource center of educational articles, a video library, and interactive financial calculators covering retirement, insurance, tax, mortgage, and lifestyle topics. The firm carries no proprietary technology, patents, or AI capabilities. The website is used as a top-of-funnel content marketing channel, with bottom-of-funnel conversion occurring through a 'Get a Quote' contact form, toll-free number, and in-person consultations at its two New Hampshire offices.

The business model is a hybrid of recurring fee-based advisory revenue (via AlphaStar Capital Management) and insurance product commissions, supplemented by estate and tax advisory engagements. Pricing is not publicly disclosed; life insurance coverage is offered up to $3,000,000 on a quote-based, pay-as-you-go cadence. The go-to-market is local and relationship-driven, emphasizing 'Less Wall Street, More Main Street' positioning, with no disclosed institutional investors, parent company, M&A activity, or external funding. Customer concentration is high by design, serving a narrow retiree persona within a single-state geographic footprint.

Name

The Abbott Bennett Group

Legal name

The Abbott Bennett Group, LLC

Website

https://theabbottbennettgroup.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

1–10 employees

Short description

The Abbott Bennett Group is a private New Hampshire financial advisory firm providing retirement income planning, wealth management, and insurance products to select retirees and pre-retirees through its Concord and North Country offices, in partnership with SEC-registered AlphaStar Capital Management.

Ownership category

akta.pro rank

Product category

Financial Advisory and Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Annuity & Insurance-Based Retirement Solutions Advisory (FSAEABAH)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE)

Keywords

• Retirement income planning
• Wealth management services
• Financial advisory services
• Estate planning advisory
• Insurance product distribution

Headquarters

HQ city

Concord

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services offered through AlphaStar Capital Management, LLC, a SEC Registered Investment Adviser. Services include portfolio management, retirement income planning, and wealth management for select individuals.
2. Insurance Products and Services: Insurance products and services offered through individually licensed and appointed agents. Includes life insurance, annuity comparison, long-term care, Medicare coverage, and homeowners insurance. Clients can apply for products through the firm's Get a Quote functionality.

Pricing tiers

Distribution channels2 records

Marketing channels5 records

Core offering

The Abbott Bennett Group is a private financial advisory firm that provides retirement income planning and private wealth management for select individuals, primarily retirees and pre-retirees in New Hampshire. Investment advisory services are offered through AlphaStar Capital Management, LLC, a SEC Registered Investment Adviser, while insurance products and services are delivered through individually licensed and appointed agents. The firm tailors strategies to address concerns about outliving income, inflation, taxation, rising healthcare costs, and estate distribution.

Product overview

The Abbott Bennett Group is a financial advisory firm offering Private Wealth Management and Retirement Income Solutions for retirees and select individuals. The firm provides a comprehensive suite of services including investment advisory through AlphaStar Capital Management, insurance products, estate planning, and tax strategies. The core offering centers on personalized retirement income planning with strategies to hedge against outliving income, inflation, taxation, and healthcare costs. The firm also provides digital tools including financial calculators (retirement, insurance, mortgage, tax) and educational content (videos and articles) covering topics from retirement planning to estate management. Advisory services span 401(k) rollovers, IRA management, SEP-IRA setup for small businesses, Medicare planning, charitable giving strategies, and RMD planning under current SECURE Act regulations.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Wealth Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• AlphaStar Capital Management, LLCcoreTechnology or IntegrationAlphaStar Capital Management, LLC is a SEC Registered Investment Adviser that provides Investment Advisory Services offered through The Abbott Bennett Group. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Direct peers

• Wiser Wealth Management: Independent RIA offering financial planning, investment management, and retirement income strategies for individuals and families. Comparable to Abbott Bennett in size, advisor-driven model, and emphasis on personalized retirement advisory for select clients.
• Buckingham Strategic Wealth: Independent, fee-only RIA offering financial planning, investment management, and retirement-income solutions. Comparable to Abbott Bennett in its fiduciary advisor model and emphasis on evidence-based retirement planning for individuals.
• Keel Point: Wealth advisory firm providing financial planning, investment management, and retirement strategies for individuals. Comparable to Abbott Bennett in its personalized retirement-income focus and integrated wealth-and-insurance offering.
• Moisand Fitzgerald Tamayo (now Mercer Advisors): Boutique RIA that merged with Mercer Advisors, focused on fee-only financial planning and retirement income for individuals. Comparable to Abbott Bennett in its small-firm, advisor-led, retirement-focused roots.

Broad incumbents

• Focus Financial Partners: Wealth management platform supporting independent RIAs and advisor-led firms. Comparable to Abbott Bennett as an aggregator of advisor-driven retirement-focused practices, and a potential affiliation or acquisition counterpart for a small independent RIA.
• Ameriprise Financial: Large diversified financial services company offering retirement planning, investment advisory, and insurance products through its advisor network. Comparable to Abbott Bennett in its retirement-income and insurance-based advisory offerings, though at much greater scale.
• Edelman Financial Services: Large national financial advisory firm serving individual investors with retirement income, wealth management, and insurance products. Comparable to Abbott Bennett in its retirement-focused client base and bundled advisory-and-insurance offering, but materially larger in scale.
• Wealth Enhancement Group: Independent wealth management firm offering financial planning, retirement income, and tax strategies for individuals. Comparable to Abbott Bennett in its integrated retirement-and-tax advisory model, though at a larger scale with a multi-state footprint.
• Carson Wealth Management: Independent wealth management firm offering retirement planning, investment advisory, and estate services to individuals. Comparable to Abbott Bennett in its advisor-led retirement-income focus, though Carson operates nationally and supports a network of affiliated advisors.
• Cetera Financial Group: Provider of wealth management and investment advisory services supporting a network of independent financial advisors. Comparable to Abbott Bennett in its advisor-led retirement-income focus and dual investment-and-insurance offering.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/abbottbennettg

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Abbott Bennett Group