Thomas Herlihy
Means Wealth Management · Bangor, Maine
Thomas Herlihy is a fee-only financial advisor at Means Wealth Management in Bangor, Maine. Thomas charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Means Wealth Management |
|---|---|
| Based in | Bangor, Maine |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 3,520 accounts |
| SEC registration | Investment adviser representative in ME · CRD 7497199 |
| Exams passed | Series 65 (2021) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.meanswealth.com |
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Questions about Thomas
Is Thomas Herlihy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Means Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Thomas charge?
According to Means Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Thomas Herlihy based?
Thomas Herlihy is based in Bangor, Maine.
What does Thomas specialize in?
Thomas's specialties include retirement planning, estate & legacy planning and tax planning. Thomas works with founders, retirees and pre-retirees.
Is Thomas Herlihy registered with the SEC?
Yes. Thomas Herlihy is registered as an investment adviser representative in ME (CRD 7497199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Means Wealth Management manage?
Means Wealth Management reports $1.59B across 3,520 accounts in assets under management.
How do I contact Thomas Herlihy?
Through Thomas's website, www.meanswealth.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
- Means Wealth Management 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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