Odette Thurston
HeadInvest · Portland, Maine
Odette Thurston is a fee-only financial advisor at HeadInvest in Portland, Maine. Odette focuses on retirement planning, estate & legacy planning and tax planning. HeadInvest 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 | HeadInvest |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $891.8M across 1,107 accounts |
| SEC registration | Investment adviser representative in ME · CRD 1325686 |
| Exams passed | Series 63 (1985) · Series 66 (2013) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.headinvest.com |
| Profile |
How Odette's firm compares
- HeadInvest's average account is about $806,000, from its Form ADV (assets managed divided by 1,107 accounts).
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Questions about Odette
Is Odette Thurston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Odette holds no broker registration, and HeadInvest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Odette charge for financial advice?
Odette's firm, HeadInvest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Odette Thurston based?
Odette Thurston is based in Portland, Maine.
What does Odette specialize in?
Odette's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Odette works with multi-generational families.
Is Odette Thurston registered with the SEC?
Yes. Odette Thurston is registered as an investment adviser representative in ME (CRD 1325686), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HeadInvest manage?
HeadInvest reports $891.8M across 1,107 accounts in assets under management.
How do I contact Odette Thurston?
Through Odette's website, www.headinvest.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
- HeadInvest 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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