Richard Harlow
OLD Port Advisors · Portland, Maine
Richard Harlow 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.
Request an introduction to Richard →
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 · CRD 2954298 |
| Exams passed | Series 66 (1997) |
| Firm size | 14 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.oldportadvisors.com |
| Profile |
How Richard's firm compares
- OLD Port Advisors's average account is about $349,000, from its Form ADV (assets managed divided by 2,245 accounts).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Harlow a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?
Richard's firm, OLD Port Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Richard Harlow based?
Richard Harlow is based in Portland, Maine.
Is Richard Harlow registered with the SEC?
Yes. Richard Harlow is registered as an investment adviser representative in ME (CRD 2954298), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Richard Harlow?
Through Richard'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.
See something wrong? Request a correction. Read our methodology.