Miles Whitlock
J.M. Arbour · Gardiner, Maine
Miles Whitlock is a fee-only financial advisor at J.M. Arbour in Gardiner, Maine, who holds the ChFC credential. J.M. Arbour reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | J.M. Arbour |
|---|---|
| Based in | Gardiner, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $183.2M across 1,253 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in ME · CRD 6720366 |
| Exams passed | Series 65 (2016) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.jmarbour.com |
How Miles's firm compares
- J.M. Arbour's average account is about $146,000, from its Form ADV (assets managed divided by 1,253 accounts).
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Questions about Miles
Is Miles Whitlock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Miles holds no broker registration, and J.M. Arbour reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Miles charge for financial advice?
Miles's firm, J.M. Arbour, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Miles Whitlock based?
Miles Whitlock is based in Gardiner, Maine.
What credentials does Miles Whitlock hold?
Miles Whitlock holds the ChFC credential.
Is Miles Whitlock registered with the SEC?
Yes. Miles Whitlock is registered as an investment adviser representative in ME (CRD 6720366), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does J.M. Arbour manage?
J.M. Arbour reports $183.2M across 1,253 accounts in assets under management.
How do I contact Miles Whitlock?
Through Miles's website, www.jmarbour.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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