# Nan Pendleton

> Nan Pendleton is a fee-only financial advisor at OLD Port Advisors in Portland, Maine. OLD Port Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/nan-pendleton/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** OLD Port Advisors
- **Based in:** Portland, Maine
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $782.8M across 2,245 accounts
- **CRD:** 7499546 (https://adviserinfo.sec.gov/individual/summary/7499546)
- **SEC registration:** Investment adviser representative in ME, TX
- **Exams passed:** Series 66 (2022)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** http://www.oldportadvisors.com

## Frequently asked questions

### Is Nan Pendleton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Nan holds no broker registration, and OLD Port Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Nan charge for financial advice?

Nan's firm, OLD Port Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Nan Pendleton based?

Nan Pendleton is based in Portland, Maine.

### Is Nan Pendleton registered with the SEC?

Yes. Nan Pendleton is registered as an investment adviser representative in ME and TX (CRD 7499546), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OLD Port Advisors manage?

OLD Port Advisors reports $782.8M across 2,245 accounts in assets under management.

### How do I contact Nan Pendleton?

Through Nan's website, www.oldportadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7499546): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.