Joel Gold
The Gold Company · Portland, Maine
Joel Gold is a fee-only financial advisor at The Gold Company in Portland, Maine, who holds the CFP credential. The Gold Company reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | The Gold Company |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $17.1M across 29 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME · CRD 223801 |
| Exams passed | Series 63 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | thegoldcompanyfinancialplanning.com |
How Joel's firm compares
- The Gold Company's average account is about $591,000, from its Form ADV (assets managed divided by 29 accounts).
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Questions about Joel
Is Joel Gold a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and The Gold Company reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joel charge for financial advice?
Joel's firm, The Gold Company, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joel Gold based?
Joel Gold is based in Portland, Maine.
What credentials does Joel Gold hold?
Joel Gold holds the CFP credential.
Is Joel Gold registered with the SEC?
Yes. Joel Gold is registered as an investment adviser representative in ME (CRD 223801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Gold Company manage?
The Gold Company reports $17.1M across 29 accounts in assets under management.
How do I contact Joel Gold?
Through Joel's website, thegoldcompanyfinancialplanning.com.
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.
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