Grove Street Fiduciary, LLC

Investment Advisor
in Peterborough, NH

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About this Advisor

Carl Johnson is a certified financial planner based out of Peterborough, New Hampshire who has 18 years of industry experience. Johnson currently works for Grove Street Fiduciary, LLC. Over the course of their career, Johnson has held roles at Grove Street Fiduciary, LLC, United States Navy, Ames Planning Associates, Inc and Grove Street Fiduciary, Inc. Johnson maintains a Series 63 license, which qualifies them as a securities representative, and is registered to serve investors in New Hampshire and Texas. Grove Street Fiduciary, LLC is a firm operating out of Peterborough, NH. It controls $344 million in assets under management among its 1,194 customer accounts, making it one of the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to seven charities and foundations. Of its 1,194 customer accounts, 48% are held by high-net-worth investors who have at least $1 million in investable assets. The business provides a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fee schedules largely vary depending on the type of financial services provided. However, fees billed by Grove Street Fiduciary, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations


Years Registered*

18 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

20 Grove Street Suite 240
Peterborough, NH 03458-0396

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Grove Street Fiduciary, LLC Brokerage Details

Total Assets Under Management


NH Average: $509,638,208
Total Number of Employees


NH Average: 12
Total Number of Accounts


NH Average: 581
Average Account Size


NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops

Carl Johnson Work History

Carl has been registered as a financial advisor for 18 years.*

2020 - Present (3 years)

United States Navy

2016 - Present (7 years)

Grove Street Fiduciary, LLC

2014 - 2016 (2 years)

Grove Street Fiduciary, Inc

2013 - 2014 (1 year)

Ames Planning Associates, Inc

2001 - 2013 (12 years)

Ames Planning Associates, Inc

1992 - 2017 (25 years)

United States Navy

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Carl Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Grove Street Fiduciary, LLC

Hazel Hensel
Peterborough, NH
Carl Johnson
Peterborough, NH

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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