# Jennifer Eastman

> Jennifer Eastman is a fee-only financial advisor at Birchbrook in Bangor, Maine. Jennifer focuses on sustainable & impact investing and family wealth transfer. Birchbrook reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jennifer-eastman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Birchbrook
- **Based in:** Bangor, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $296.5M across 863 accounts
- **Specialties:** Sustainable & impact investing, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 7058869 (https://adviserinfo.sec.gov/individual/summary/7058869)
- **SEC registration:** Investment adviser representative in FL, MA, ME, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.birchbrook.com

## Frequently asked questions

### Is Jennifer Eastman a fee-only financial advisor?

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

### How does Jennifer charge for financial advice?

Jennifer's firm, Birchbrook, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jennifer Eastman based?

Jennifer Eastman is based in Bangor, Maine.

### What does Jennifer specialize in?

Jennifer's specialties include sustainable & impact investing and family wealth transfer. Jennifer works with multi-generational families.

### Is Jennifer Eastman registered with the SEC?

Yes. Jennifer Eastman is registered as an investment adviser representative in FL, MA, ME and TX (CRD 7058869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Birchbrook manage?

Birchbrook reports $296.5M across 863 accounts in assets under management.

### How do I contact Jennifer Eastman?

Through Jennifer's website, www.birchbrook.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7058869): 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
- The firm's website (https://birchbrook.com/): specialties, clients served, and fees, checked October 30, 2026

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