James Bradley
Penobscot Financial Advisors · Portland, Maine
James Bradley is a fee-only financial advisor at Penobscot Financial Advisors in Portland, Maine, who holds the CFP and CFA credentials. Penobscot Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to James →
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 · CFA |
| SEC registration | Investment adviser representative in ME · CRD 2853577 |
| Exams passed | Series 66 (1997) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | anchor.fm/penobscotfa |
How James's firm compares
- Penobscot Financial Advisors's average account is about $301,000, from its Form ADV (assets managed divided by 1,811 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Bradley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, Penobscot Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Bradley based?
James Bradley is based in Portland, Maine.
What credentials does James Bradley hold?
James Bradley holds the CFP and CFA credentials.
Is James Bradley registered with the SEC?
Yes. James Bradley is registered as an investment adviser representative in ME (CRD 2853577), 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 James Bradley?
Through James'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.
See something wrong? Request a correction. Read our methodology.