# Lucie Estabrook

> Lucie Estabrook is a fee-only financial advisor at Birchbrook in Bangor, Maine. Lucie 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/lucie-estabrook/
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:** 5867388 (https://adviserinfo.sec.gov/individual/summary/5867388)
- **SEC registration:** Investment adviser representative in FL, MA, ME, TX
- **Exams passed:** Series 65 (2011)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.birchbrook.com

## Frequently asked questions

### Is Lucie Estabrook a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Lucie 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 Lucie charge for financial advice?

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

### Where is Lucie Estabrook based?

Lucie Estabrook is based in Bangor, Maine.

### What does Lucie specialize in?

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

### Is Lucie Estabrook registered with the SEC?

Yes. Lucie Estabrook is registered as an investment adviser representative in FL, MA, ME and TX (CRD 5867388), 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 Lucie Estabrook?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5867388): 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.