Fee-OnlyFinder

Advisers in Portland, ME

14 advisers in Portland — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (7)Flat / fixed fees (9)% of assets managed (13)Retirement plan consulting (4)

All advisers

Aries Wealth Management, LLC70 Center Street, 2nd Floor · Portland, ME 04101 · (207) 536-0530 · Financial planningCRD 175477 · % of assets · $658.6 million AUMSEC registeredNo commissions reportedAugust Wealth Management66 Pearl Street, Suite 310 · Portland, ME 04101 · (207) 358-3110 · Financial planningCRD 155739 · % of assets, Hourly charges, Other · $30.4 million AUMState registeredNo commissions reportedBigelow Investment Advisors, LLC2 Monument Square, Suite 701 · Portland, ME 04101 · (207) 772-2900 · Financial planningCRD 143733 · % of assets, Fixed fees · $555.2 million AUMSEC registeredNo commissions reportedClark & Stuart INC1945 Congress Street Building a · Portland, ME 04102 · (207) 775-1140 · % of assets managedCRD 107991 · % of assets · $195.6 million AUMSEC registeredNo commissions reportedGreat Diamond Partners, LLC22 Monument Square, Suite 300 · Portland, ME 04101 · (207) 274-2500 · Financial planningCRD 299598 · % of assets, Hourly charges, Fixed fees · $804.1 million AUMSEC registeredNo commissions reportedH.m. PaysonOne City Center, Ste 211 · Portland, ME 04101 · (207) 772-3761 · Financial planningCRD 2993 · % of assets, Fixed fees · $9.1 billion AUMSEC registeredNo commissions reportedHeadinvest7 Custom House St, 4th Floor · Portland, ME 04101 · (207) 773-5333 · Financial planningCRD 140518 · % of assets, Hourly charges, Fixed fees · $891.8 million AUMSEC registeredNo commissions reportedOld Port Advisors130 Middle Street, 2nd Floor · Portland, ME 04101 · (207) 774-6552 · Financial planningCRD 108228 · % of assets, Hourly charges, Fixed fees · $782.8 million AUMSEC registeredNo commissions reportedPenobscot Financial AdvisorsOne Monument Square, Suite 501 · Portland, ME 04101 · (207) 990-1901 · Financial planningCRD 286211 · % of assets, Hourly charges, Fixed fees · $544.5 million AUMSEC registeredNo commissions reportedPine Capital100 Commercial Street, Suite 311 · Portland, ME 04101 · (207) 775-2260 · % of assets managedCRD 129889 · % of assets · $81.5 million AUMState registeredNo commissions reported
Portland Financial Planning Group511 Congress Street, Suite 804 · Portland, ME 04101 · (207) 771-8821 · Financial planningCRD 116168 · Hourly charges, Fixed fees · $78.4 million AUMState registeredNo commissions reportedPortland Global Advisors LLC217 Commercial St, Suite 400 · Portland, ME 04101 · (207) 773-2773 · Financial planningCRD 109127 · % of assets, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedR M Davis INC24 City Center · Portland, ME 04101 · (207) 774-0022 · Financial planningCRD 105448 · % of assets, Hourly charges, Fixed fees · $8.2 billion AUMSEC registeredNo commissions reportedWright Cove Capital15 Baxter Blvd · Portland, ME 04101 · (207) 400-1392 · % of assets managedCRD 307252 · % of assets · $120.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Portland? 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.