Stephen Poulos
Great Diamond Partners · Portland, Maine
Stephen Poulos is a fee-only financial advisor at Great Diamond Partners in Portland, Maine. Great Diamond Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Great Diamond Partners |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $804.1M across 1,736 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 2200533 |
| Exams passed | Series 63 (1991) · Series 65 (2010) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.greatdiamondpartners.com |
How Stephen's firm compares
- Great Diamond Partners's average account is about $463,000, from its Form ADV (assets managed divided by 1,736 accounts).
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Questions about Stephen
Is Stephen Poulos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Great Diamond Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Great Diamond Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Poulos based?
Stephen Poulos is based in Portland, Maine.
Is Stephen Poulos registered with the SEC?
Yes. Stephen Poulos is registered as an investment adviser representative in ME and TX (CRD 2200533), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great Diamond Partners manage?
Great Diamond Partners reports $804.1M across 1,736 accounts in assets under management.
How do I contact Stephen Poulos?
Through Stephen's website, www.greatdiamondpartners.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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