Fee-OnlyFinder

Flat / fixed fees in Portland, ME

9 advisers in Portland offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 9

Bigelow 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