Jeffrey Bogue
Bogue Asset Management · Portland, Maine
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $92.7M across 280 accounts |
| Credentials | BS · CFP |
| SEC registration | Investment adviser representative in ME, NH, TX · CRD 2768113 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | bogueassetmanagement.com |
| Profile |
How Jeffrey's firm compares
- A one-time plan starts at $1,000, below the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $225, below the US median of $300 for fee-only firms that publish prices.
- Bogue Asset Management's average account is about $331,000, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Bogue Asset Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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