# CFP financial advisors in Maine > In Maine, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Brian Dietz of Portland Financial Planning Group, LLC, Jenifer Butler of Birchbrook and James Bradley of Penobscot Financial Advisors. Page: https://find.wellspent.co/by/cfp-financial-advisors/maine/ 37 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who hold the CFP in Maine? In Maine, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Brian Dietz of Portland Financial Planning Group, LLC, Jenifer Butler of Birchbrook and James Bradley of Penobscot Financial Advisors. ## How many fee-only advisors who hold the CFP in Maine are there? The Wellspent public graph lists 37 fee-only advisors who hold the CFP in Maine, at 24 firms. We counted every advisor record that fits, as of October 2026. ## Where are fee-only advisors who hold the CFP in Maine located? Of the 37 fee-only advisors who hold the CFP in Maine, 16 are in Portland, followed by 6 in Bangor and 3 in South Portland. ## How do fee-only advisors who hold the CFP in Maine charge? The most common fee among fee-only advisors who hold the CFP in Maine is a percentage of assets, used by 89% of the 36 with fees on file. Many use more than one: 69% charge fixed fees and 44% charge by the hour. ## How many fee-only advisors who hold the CFP in Maine hold the CFP? 100% of the 37 fee-only advisors who hold the CFP in Maine hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors who hold the CFP? We count an advisor here when their record lists the CFP. ## What should I ask fee-only advisors who hold the CFP in Maine? How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge? ## How current is this list of fee-only advisors who hold the CFP in Maine? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Brie Pio](https://find.wellspent.co/advisors/brie-pio.md) | Birch Point Wealth Management LLC | Rockport, Maine | CFP, MBA | Percentage of assets | | [Sara Casale](https://find.wellspent.co/advisors/sara-casale.md) | Cornerstone Financial Planning, LLC | Portland, Maine | CFP, BS, MBA | Percentage of assets | | [Chris Cortese](https://find.wellspent.co/advisors/chris-cortese.md) | Logbook Financial Planning, LLC | Rockport, Maine | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [Jeffrey Bogue](https://find.wellspent.co/advisors/jeffrey-bogue.md) | Bogue Asset Management | Portland, Maine | BS, CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Brian Dietz](https://find.wellspent.co/advisors/brian-dietz.md) | Portland Financial Planning Group, LLC | Portland, Maine | BA, CFA, CFP | Percentage of assets, Ongoing planning fee | | [Libby McKay](https://find.wellspent.co/advisors/libby-mckay.md) | Penobscot Financial Advisors | Bangor, Maine | CFP | Ongoing planning fee | | [Wesley McNeillie](https://find.wellspent.co/advisors/wesley-mcneillie.md) | Robinson Smith Wealth Advisors, LLC | South Portland, Maine | CFP, Other, CIMA | Ongoing planning fee | | [Chad Kelley](https://find.wellspent.co/advisors/chad-kelley.md) | Means Wealth Management | Bangor, Maine | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Alexander Briggs](https://find.wellspent.co/advisors/alexander-briggs.md) | Oldfield Wealth Partners | Bangor, Maine | CFP | Percentage of assets, Fixed fees | | [Kyle Goupille](https://find.wellspent.co/advisors/kyle-goupille.md) | Oldfield Wealth Partners | Bangor, Maine | CFP | Percentage of assets, Fixed fees | | [Jean Deighan](https://find.wellspent.co/advisors/jean-deighan.md) | Birchbrook | Bangor, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Jenifer Butler](https://find.wellspent.co/advisors/jenifer-butler.md) | Birchbrook | Bangor, Maine | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Scott Whytock](https://find.wellspent.co/advisors/scott-whytock.md) | August Wealth Management | Portland, Maine | CFP | Percentage of assets, Hourly | | [Pamela Scheppele](https://find.wellspent.co/advisors/pamela-scheppele.md) | DWP Investment Management | Caribou, Maine | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Barry Obrien](https://find.wellspent.co/advisors/barry-obrien.md) | O'Brien Asset Management | Eliot, Maine | CFP | Percentage of assets, Fixed fees | | [Marta Haydym](https://find.wellspent.co/advisors/marta-haydym.md) | Silver Financial Services | Westbrook, Maine | CFP | | | [Paul Pangburn](https://find.wellspent.co/advisors/paul-pangburn.md) | Gibson Financial Solutions | Ellsworth, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Alan Eskandari](https://find.wellspent.co/advisors/alan-eskandari.md) | Able Money | North Yarmouth, Maine | CFP | Percentage of assets | | [Andrew Nadeau](https://find.wellspent.co/advisors/andrew-nadeau.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Andrew Scott](https://find.wellspent.co/advisors/andrew-scott.md) | Great Diamond Partners | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Joncas](https://find.wellspent.co/advisors/craig-joncas.md) | Penobscot Financial Advisors | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Gerrit Petersons](https://find.wellspent.co/advisors/gerrit-petersons.md) | Robinson Smith Wealth Advisors | South Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Helen Andreoli](https://find.wellspent.co/advisors/helen-andreoli.md) | Great Diamond Partners | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Jac Arbour](https://find.wellspent.co/advisors/jac-arbour.md) | J.M. Arbour | Gardiner, Maine | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [James Bradley](https://find.wellspent.co/advisors/james-bradley.md) | Penobscot Financial Advisors | Portland, Maine | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jennifer Climo](https://find.wellspent.co/advisors/jennifer-climo.md) | Milestone Financial Planning | York, Maine | CFP | Percentage of assets, Fixed fees | | [Joel Gold](https://find.wellspent.co/advisors/joel-gold.md) | The Gold Company | Portland, Maine | CFP | Percentage of assets, Hourly | | [Joseph Powers](https://find.wellspent.co/advisors/joseph-powers.md) | Great Diamond Partners | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Huckins](https://find.wellspent.co/advisors/matthew-huckins.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Melissa Holmes](https://find.wellspent.co/advisors/melissa-holmes.md) | Black Harbor Financial | Boothbay Harbor, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Nathan Hubbard](https://find.wellspent.co/advisors/nathan-hubbard.md) | Penobscot Financial Advisors | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Flood](https://find.wellspent.co/advisors/patrick-flood.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Racquel Tibbetts](https://find.wellspent.co/advisors/racquel-tibbetts.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Rebecca Schuman](https://find.wellspent.co/advisors/rebecca-schuman.md) | Penobscot Financial Advisors | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Corey](https://find.wellspent.co/advisors/robert-corey.md) | Stewardship Financial Plainning | Readfield, Maine | CFP | Fixed fees | | [Steven Jacobsmeier](https://find.wellspent.co/advisors/steven-jacobsmeier.md) | Milestone Financial Planning | York, Maine | CFP, ChFC | Percentage of assets, Fixed fees | | [Tracey Daigle](https://find.wellspent.co/advisors/tracey-daigle.md) | Robinson Smith Wealth Advisors | South Portland, Maine | CFP | Percentage of assets, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).