Wells Fargo Advisors
46yrs
Top advisor by experience in Portsmouth
2yrs
Patrick Fleming
Financial advisor at Hightower Advisors
Patrick Fleming has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Portsmouth, New Hampshire. Patrick joined Hightower Advisors in 2025, a firm offering financial planning, investment management, and private fund management. Hightower Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 342 advisors with offices in Portsmouth, and one of 313 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office18 Congress Street Suite 209, Portsmouth, NH 03801
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state
Services through Hightower Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- Apr 2025 – nowHightower Advisors, LLCCurrent firm
Contact Patrick
(312) 962-3800Firm headquarters in Chicago, IL. Ask for Patrick. 18 Congress Street Suite 209Portsmouth, NH 03801Office · Get directions Firm websiteshaffer.hightoweradvisors.com
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Hightower Advisors at (312) 962-3800 and ask for Patrick Fleming. Patrick works from the Portsmouth, NH office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Patrick hold?
Series 65. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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