# Dylan Frank

> Dylan Frank is a fee-only financial advisor at OLD Port Advisors in Portland, Maine, who holds the CFA credential. OLD Port Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/dylan-frank/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** OLD Port Advisors
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $782.8M across 2,245 accounts
- **Credentials:** CFA
- **CRD:** 7381012 (https://adviserinfo.sec.gov/individual/summary/7381012)
- **SEC registration:** Investment adviser representative in ME
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.oldportadvisors.com

## Frequently asked questions

### Is Dylan Frank a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dylan holds no broker registration, and OLD Port Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Dylan charge for financial advice?

Dylan's firm, OLD Port Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Dylan Frank based?

Dylan Frank is based in Portland, Maine.

### What credentials does Dylan Frank hold?

Dylan Frank holds the CFA credential.

### Is Dylan Frank registered with the SEC?

Yes. Dylan Frank is registered as an investment adviser representative in ME (CRD 7381012), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OLD Port Advisors manage?

OLD Port Advisors reports $782.8M across 2,245 accounts in assets under management.

### How do I contact Dylan Frank?

Through Dylan's website, www.oldportadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7381012): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.