Fee-OnlyFinder

Financial planning in Portland, ME

11 advisers in Portland offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

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 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 reportedPortland 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 reported