Fee-OnlyFinder

Advisers in Falmouth, ME

3 advisers in Falmouth — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Maine Advisory Associates358 U.S. Route 1, Suite 101 · Falmouth, ME 04105 · (207) 778-2250 · Hourly feesCRD 311679 · % of assets, Hourly charges, Fixed fees · $116.5 million AUMSEC registeredNo commissions reportedNew England Financial Services4 Fundy Road, Suite 202/204 · Falmouth, ME 04105 · (207) 632-2020 · Financial planningCRD 318440 · % of assets · $1.8 million AUMState registeredNo commissions reportedRm Financial Services, LLC362 US Route One · Falmouth, ME 04105 · (207) 781-7637 · Financial planningCRD 304297 · % of assets, Hourly charges, Fixed fees · $245.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Falmouth? 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.