Rebecca Schuman
Penobscot Financial Advisors · Portland, Maine
Rebecca Schuman is a fee-only financial advisor at Penobscot Financial Advisors in Portland, Maine, who holds the CFP credential. Penobscot Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Penobscot Financial Advisors |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $544.5M across 1,811 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME · CRD 7791869 |
| Exams passed | Series 65 (2023) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | anchor.fm/penobscotfa |
How Rebecca's firm compares
- Penobscot Financial Advisors's average account is about $301,000, from its Form ADV (assets managed divided by 1,811 accounts).
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Questions about Rebecca
Is Rebecca Schuman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca holds no broker registration, and Penobscot Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Rebecca charge for financial advice?
Rebecca's firm, Penobscot Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Rebecca Schuman based?
Rebecca Schuman is based in Portland, Maine.
What credentials does Rebecca Schuman hold?
Rebecca Schuman holds the CFP credential.
Is Rebecca Schuman registered with the SEC?
Yes. Rebecca Schuman is registered as an investment adviser representative in ME (CRD 7791869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Penobscot Financial Advisors manage?
Penobscot Financial Advisors reports $544.5M across 1,811 accounts in assets under management.
How do I contact Rebecca Schuman?
Through Rebecca's website, anchor.fm/penobscotfa.
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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