CFP financial advisors in Maine
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brian Dietz Portland Financial Planning Group, LLC, Portland Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- Jenifer Butler Birchbrook, Bangor Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- James Bradley Penobscot Financial Advisors, Portland Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Chris Cortese Logbook Financial Planning, LLC, Rockport Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Jeffrey Bogue Bogue Asset Management, Portland Holds the CFP. Fees on file: hourly, one-time planning fee.
- Wesley McNeillie Robinson Smith Wealth Advisors, LLC, South Portland Holds the CFP. Fees on file: ongoing planning fee.
By the numbers
- Advisors listed
- 37
- Firms
- 24
- Cities
- 13
- Hold the CFP
- 100%
- Other credentials: CFA 8% · ChFC 8%
- How they charge (of 36 with fees on file): percentage of assets 89% · fixed fees 69% · hourly 44% · ongoing planning fee 14%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Tennessee (250)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP 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.
All 37 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brie Pio | Birch Point Wealth Management LLC | Rockport | CFP, MBA | Percentage of assets |
| Sara Casale | Cornerstone Financial Planning, LLC | Portland | CFP, BS, MBA | Percentage of assets |
| Chris Cortese | Logbook Financial Planning, LLC | Rockport | CFP | Percentage of assets, One-time planning fee |
| Jeffrey Bogue | Bogue Asset Management | Portland | BS, CFP | Hourly, One-time planning fee |
| Brian Dietz | Portland Financial Planning Group, LLC | Portland | BA, CFA, CFP | Percentage of assets, Ongoing planning fee |
| Libby McKay | Penobscot Financial Advisors | Bangor | CFP | Ongoing planning fee |
| Wesley McNeillie | Robinson Smith Wealth Advisors, LLC | South Portland | CFP, Other, CIMA | Ongoing planning fee |
| Chad Kelley | Means Wealth Management | Bangor | CFP | Percentage of assets, Flat fee or retainer |
| Alexander Briggs | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Kyle Goupille | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Jean Deighan | Birchbrook | Bangor | CFP | Percentage of assets, Hourly |
| Jenifer Butler | Birchbrook | Bangor | CFP, CFA | Percentage of assets, Hourly |
| Scott Whytock | August Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Pamela Scheppele | DWP Investment Management | Caribou | CFP, ChFC | Percentage of assets, Hourly |
| Barry Obrien | O'Brien Asset Management | Eliot | CFP | Percentage of assets, Fixed fees |
| Marta Haydym | Silver Financial Services | Westbrook | CFP | Not listed |
| Paul Pangburn | Gibson Financial Solutions | Ellsworth | CFP | Percentage of assets, Hourly |
| Alan Eskandari | Able Money | North Yarmouth | CFP | Percentage of assets |
| Andrew Nadeau | Bigelow Investment Advisors | Portland | CFP | Percentage of assets, Fixed fees |
| Andrew Scott | Great Diamond Partners | Portland | CFP | Percentage of assets, Hourly |
| Craig Joncas | Penobscot Financial Advisors | Portland | CFP | Percentage of assets, Hourly |
| Gerrit Petersons | Robinson Smith Wealth Advisors | South Portland | CFP | Percentage of assets, Fixed fees |
| Helen Andreoli | Great Diamond Partners | Portland | CFP | Percentage of assets, Hourly |
| Jac Arbour | J.M. Arbour | Gardiner | CFP, ChFC | Percentage of assets, Hourly |
| James Bradley | Penobscot Financial Advisors | Portland | CFP, CFA | Percentage of assets, Hourly |
| Jennifer Climo | Milestone Financial Planning | York | CFP | Percentage of assets, Fixed fees |
| Joel Gold | The Gold Company | Portland | CFP | Percentage of assets, Hourly |
| Joseph Powers | Great Diamond Partners | Portland | CFP | Percentage of assets, Hourly |
| Matthew Huckins | Bigelow Investment Advisors | Portland | CFP | Percentage of assets, Fixed fees |
| Melissa Holmes | Black Harbor Financial | Boothbay Harbor | CFP | Percentage of assets, Hourly |
| Nathan Hubbard | Penobscot Financial Advisors | Portland | CFP | Percentage of assets, Hourly |
| Patrick Flood | Bigelow Investment Advisors | Portland | CFP | Percentage of assets, Fixed fees |
| Racquel Tibbetts | Bigelow Investment Advisors | Portland | CFP | Percentage of assets, Fixed fees |
| Rebecca Schuman | Penobscot Financial Advisors | Portland | CFP | Percentage of assets, Hourly |
| Robert Corey | Stewardship Financial Plainning | Readfield | CFP | Fixed fees |
| Steven Jacobsmeier | Milestone Financial Planning | York | CFP, ChFC | Percentage of assets, Fixed fees |
| Tracey Daigle | Robinson Smith Wealth Advisors | South Portland | CFP | Percentage of assets, Fixed fees |
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