Nan Pendleton
OLD Port Advisors · Portland, Maine
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.
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Facts
| Firm | OLD Port Advisors |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $782.8M across 2,245 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 7499546 |
| Exams passed | Series 66 (2022) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.oldportadvisors.com |
How Nan's firm compares
- OLD Port Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 2,245 accounts).
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Questions about Nan
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.
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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