# John Dudley

> John Dudley is a fee-only financial advisor at Means Wealth Management in Bangor, Maine. John charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** Means Wealth Management
- **Based in:** Bangor, Maine
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.59B across 3,520 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **Works with:** Founders, Retirees, Pre-retirees
- **CRD:** 4410559 (https://adviserinfo.sec.gov/individual/summary/4410559)
- **SEC registration:** Investment adviser representative in ME, TX
- **Exams passed:** Series 66 (2008)
- **Firm size:** 24 employees
- **Disclosures:** None reported
- **Website:** http://www.meanswealth.com

## Frequently asked questions

### Is John Dudley a fee-only financial advisor?

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

### How does John charge for financial advice?

John charges a percentage of assets, a flat fee or retainer and a one-time planning fee.

### How much does John charge?

According to Means Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is John Dudley based?

John Dudley is based in Bangor, Maine.

### What does John specialize in?

John's specialties include retirement planning, estate & legacy planning and tax planning. John works with founders, retirees and pre-retirees.

### Is John Dudley registered with the SEC?

Yes. John Dudley is registered as an investment adviser representative in ME and TX (CRD 4410559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Means Wealth Management manage?

Means Wealth Management reports $1.59B across 3,520 accounts in assets under management.

### How do I contact John Dudley?

Through John's website, www.meanswealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4410559): 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://www.meanswealth.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.