Lucie Estabrook
Birchbrook · Bangor, Maine
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Birchbrook |
|---|---|
| Based in | Bangor, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $296.5M across 863 accounts |
| SEC registration | Investment adviser representative in FL, MA, ME, TX · CRD 5867388 |
| Exams passed | Series 65 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.birchbrook.com |
| Profile |
How Lucie's firm compares
- Birchbrook's average account is about $344,000, from its Form ADV (assets managed divided by 863 accounts).
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Questions about Lucie
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.
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
- Birchbrook website : specialties, clients served, and fees, checked October 30, 2026
- 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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