Alan Eskandari
Able Money · North Yarmouth, Maine
Alan Eskandari is a fee-only financial advisor at Able Money in North Yarmouth, Maine, who holds the CFP credential. Able Money reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Able Money |
|---|---|
| Based in | North Yarmouth, Maine |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $39.2M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME · CRD 6456766 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ablemoneyfp.com |
How Alan's firm compares
- Able Money's average account is about $412,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Alan
Is Alan Eskandari a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Able Money reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alan charge for financial advice?
Alan's firm, Able Money, reports charging a percentage of assets on its SEC Form ADV.
Where is Alan Eskandari based?
Alan Eskandari is based in North Yarmouth, Maine.
What credentials does Alan Eskandari hold?
Alan Eskandari holds the CFP credential.
Is Alan Eskandari registered with the SEC?
Yes. Alan Eskandari is registered as an investment adviser representative in ME (CRD 6456766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Able Money manage?
Able Money reports $39.2M across 95 accounts in assets under management.
How do I contact Alan Eskandari?
Through Alan's website, ablemoneyfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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