Craig Joncas
Penobscot Financial Advisors · Portland, Maine
Craig Joncas is a fee-only financial advisor at Penobscot Financial Advisors in Portland, Maine, who holds the CFP credential. Penobscot Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Penobscot Financial Advisors |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $544.5M across 1,811 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME, TX · CRD 5630983 |
| Exams passed | Series 66 (2009) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | anchor.fm/penobscotfa |
How Craig's firm compares
- Penobscot Financial Advisors's average account is about $301,000, from its Form ADV (assets managed divided by 1,811 accounts).
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Questions about Craig
Is Craig Joncas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Penobscot Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Craig charge for financial advice?
Craig's firm, Penobscot Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Craig Joncas based?
Craig Joncas is based in Portland, Maine.
What credentials does Craig Joncas hold?
Craig Joncas holds the CFP credential.
Is Craig Joncas registered with the SEC?
Yes. Craig Joncas is registered as an investment adviser representative in ME and TX (CRD 5630983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Penobscot Financial Advisors manage?
Penobscot Financial Advisors reports $544.5M across 1,811 accounts in assets under management.
How do I contact Craig Joncas?
Through Craig's website, anchor.fm/penobscotfa.
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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