# Jeffrey Bogue

> Jeffrey Bogue is a fee-only financial advisor at Bogue Asset Management in Portland, Maine, who holds the BS and CFP credentials. Jeffrey charges hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $1,000 and $225 an hour) and focuses on retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/jeffrey-bogue/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Bogue Asset Management
- **Based in:** Portland, Maine
- **Fee model:** Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $1,000; $225 an hour
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $92.7M across 280 accounts
- **Credentials:** BS, CFP
- **Specialties:** Retirement planning, Small business owners
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2768113 (https://adviserinfo.sec.gov/individual/summary/2768113)
- **SEC registration:** Investment adviser representative in ME, NH, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://bogueassetmanagement.com

## Frequently asked questions

### Is Jeffrey Bogue a fee-only financial advisor?

Yes. Jeffrey Bogue 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 Jeffrey's firm.

### How does Jeffrey charge for financial advice?

Jeffrey charges hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Jeffrey charge?

According to Bogue Asset Management's website, checked October 28, 2026: one-time plans from $1,000; $225 an hour.

### Does Jeffrey work with clients virtually?

Yes. Bogue Asset Management says on its website that it works with clients remotely.

### Where is Jeffrey Bogue based?

Jeffrey Bogue is based in Portland, Maine.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning and small business owners. Jeffrey works with retirees and pre-retirees.

### What credentials does Jeffrey Bogue hold?

Jeffrey Bogue holds the BS and CFP credentials.

### Is Jeffrey Bogue registered with the SEC?

Yes. Jeffrey Bogue is registered as an investment adviser representative in ME, NH and TX (CRD 2768113), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Bogue Asset Management manage?

Bogue Asset Management reports $92.7M across 280 accounts in assets under management.

### How do I contact Jeffrey Bogue?

Through Jeffrey's website, bogueassetmanagement.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/4491): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.bogueassetmanagement.com/): specialties, clients served, and fees, checked October 28, 2026

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