Daniel Pease
New England Financial Services · Falmouth, Maine
Daniel Pease is a fee-only financial advisor at New England Financial Services in Falmouth, Maine. New England Financial Services reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | New England Financial Services |
|---|---|
| Based in | Falmouth, Maine |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.8M across 9 accounts |
| SEC registration | Investment adviser representative in ME · CRD 5614449 |
| Exams passed | Series 63 (2009) · Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Daniel's firm compares
- New England Financial Services's average account is about $205,000, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Daniel
Is Daniel Pease a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and New England Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, New England Financial Services, reports charging a percentage of assets on its SEC Form ADV.
Where is Daniel Pease based?
Daniel Pease is based in Falmouth, Maine.
Is Daniel Pease registered with the SEC?
Yes. Daniel Pease is registered as an investment adviser representative in ME (CRD 5614449), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New England Financial Services manage?
New England Financial Services reports $1.8M across 9 accounts in assets under management.
How do I contact Daniel Pease?
Contact details aren't on file yet. Search for New England Financial Services.
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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