Fee-OnlyFinder

Advisers in Bangor, ME

5 advisers in Bangor — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (4)Flat / fixed fees (4)Retirement plan consulting (3)

All advisers

Birchbrook82 Columbia St · Bangor, ME 04401 · (207) 990-1117 · Financial planningCRD 105164 · % of assets, Hourly charges, Fixed fees · $296.5 million AUMSEC registeredNo commissions reportedEagle Financial StrategiesOne Cumberland Place, Suite 204 · Bangor, ME 04401 · (207) 989-5522 · Financial planningCRD 138825 · % of assets, Hourly charges, Fixed fees · $146.0 million AUMSEC registeredNo commissions reportedMeans Wealth Management802 Stillwater Ave. · Bangor, ME 04401 · (207) 947-6763 · Financial planningCRD 2748 · % of assets, Hourly charges, Other · $1.6 billion AUMSEC registeredNo commissions reportedOldfield Wealth Partners77 Exchange St., Suite 302 · Bangor, ME 04401 · (207) 573-3001 · Financial planningCRD 332765 · % of assets, Fixed fees · $110.0 million AUMSEC registeredNo commissions reportedWarren Financial, LLC1147 Hammond St, Ste 3 · Bangor, ME 04401 · (207) 573-1825 · Financial planningCRD 334439 · % of assets, Hourly charges, Fixed fees · $27.9 million AUMState registeredNo commissions reported
Talking to advisers in Bangor? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.