Brian Dietz
Portland Financial Planning Group, LLC · Portland, Maine
Brian Dietz is a fee-only financial advisor at Portland Financial Planning Group, LLC in Portland, Maine, who holds the BA, CFA and CFP credentials. Brian charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,500 a year and 0.65% a year on the first tier of assets managed).
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Who they serve
- Retirees
Facts
| Firm | Portland Financial Planning Group, LLC |
|---|---|
| Based in | Portland, Maine |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $6,500 a year · 0.65% a year on the first tier of assets managed |
| Assets under management | $78.4M across 137 accounts |
| Credentials | BA · CFA · CFP |
| SEC registration | Investment adviser representative in ME · CRD 3092139 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | pfpg.com |
How Brian's firm compares
- Ongoing planning starts at $6,500 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Portland Financial Planning Group, LLC's average account is about $572,000, from its Form ADV (assets managed divided by 137 accounts).
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Questions about Brian
Is Brian Dietz a fee-only financial advisor?
Yes. Brian Dietz is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Brian's firm.
How does Brian charge for financial advice?
Brian charges a percentage of assets and an ongoing planning fee.
How much does Brian charge?
According to Portland Financial Planning Group, LLC's website, checked October 28, 2026: ongoing planning from $6,500 a year; 0.65% a year on the first tier of assets managed.
Where is Brian Dietz based?
Brian Dietz is based in Portland, Maine.
What credentials does Brian Dietz hold?
Brian Dietz holds the BA, CFA and CFP credentials.
Is Brian Dietz registered with the SEC?
Yes. Brian Dietz is registered as an investment adviser representative in ME (CRD 3092139), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Portland Financial Planning Group, LLC manage?
Portland Financial Planning Group, LLC reports $78.4M across 137 accounts in assets under management.
How do I contact Brian Dietz?
Through Brian's website, pfpg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Portland Financial Planning Group, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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