# Advisors for under $500,000 in Maine > In Maine, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Jenifer Butler of Birchbrook, James Bradley of Penobscot Financial Advisors and Chad Kelley of Means Wealth Management. Page: https://find.wellspent.co/by/financial-advisors-under-500k/maine/ 91 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 for under $500,000 in Maine? In Maine, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Jenifer Butler of Birchbrook, James Bradley of Penobscot Financial Advisors and Chad Kelley of Means Wealth Management. ## How many fee-only advisors for under $500,000 in Maine are there? The Wellspent public graph lists 91 fee-only advisors for under $500,000 in Maine, at 39 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000. ## Where are fee-only advisors for under $500,000 in Maine located? Of the 91 fee-only advisors for under $500,000 in Maine, 30 are in Portland, followed by 21 in Bangor and 10 in Gardiner. ## How do fee-only advisors for under $500,000 in Maine charge? The most common fee among fee-only advisors for under $500,000 in Maine is a percentage of assets, used by 95% of the 91 with fees on file. Many use more than one: 66% charge fixed fees and 65% charge by the hour. ## How many fee-only advisors for under $500,000 in Maine hold the CFP? 32% of the 91 fee-only advisors for under $500,000 in Maine hold the CFP certification, based on the credentials listed on each record. ## How does Wellspent decide who counts as fee-only advisors for under $500,000? We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more. ## What should I ask fee-only advisors for under $500,000 in Maine? Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client? ## How current is this list of fee-only advisors for under $500,000 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 | | [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 | | [Karen Oeser](https://find.wellspent.co/advisors/karen-oeser.md) | Means Wealth Management | Bangor, Maine | CFA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [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 | | [Michael Perna](https://find.wellspent.co/advisors/michael-perna.md) | Flying Point Advisors | Freeport, Maine | CFA | Hourly | | [Scott Whytock](https://find.wellspent.co/advisors/scott-whytock.md) | August Wealth Management | Portland, Maine | CFP | Percentage of assets, Hourly | | [Alexander Means](https://find.wellspent.co/advisors/alexander-means.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Eric Baker](https://find.wellspent.co/advisors/eric-baker.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Erin Barry](https://find.wellspent.co/advisors/erin-barry.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [John Dudley](https://find.wellspent.co/advisors/john-dudley.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Jonathan Cottrell](https://find.wellspent.co/advisors/jonathan-cottrell.md) | Mascoma Wealth Management | Portland, Maine | | Percentage of assets | | [Pamela Scheppele](https://find.wellspent.co/advisors/pamela-scheppele.md) | DWP Investment Management | Caribou, Maine | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Stacey Young](https://find.wellspent.co/advisors/stacey-young.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Thomas Herlihy](https://find.wellspent.co/advisors/thomas-herlihy.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Zachary Means](https://find.wellspent.co/advisors/zachary-means.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Barry Obrien](https://find.wellspent.co/advisors/barry-obrien.md) | O'Brien Asset Management | Eliot, Maine | CFP | Percentage of assets, Fixed fees | | [Brett Miller](https://find.wellspent.co/advisors/brett-miller.md) | Birchbrook | Bangor, Maine | CFA | Percentage of assets, Hourly, Fixed fees | | [Charles Mussallem](https://find.wellspent.co/advisors/charles-mussallem.md) | Birchbrook | Bangor, Maine | CFA | Percentage of assets, Hourly, Fixed fees | | [Chase Guerrette](https://find.wellspent.co/advisors/chase-guerrette.md) | Oldfield Wealth Partners | Bangor, Maine | | Percentage of assets, Fixed fees | | [Nathan Freeman](https://find.wellspent.co/advisors/nathan-freeman.md) | Oldfield Wealth Partners | Bangor, Maine | | Percentage of assets, Fixed fees | | [Paul Pangburn](https://find.wellspent.co/advisors/paul-pangburn.md) | Gibson Financial Solutions | Ellsworth, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Thad Ackerman](https://find.wellspent.co/advisors/thad-ackerman.md) | Silver Maple Financial | Kittery, Maine | | Percentage of assets, Flat fee or retainer, Hourly, Ongoing planning fee, One-time planning fee | | [Jennifer Eastman](https://find.wellspent.co/advisors/jennifer-eastman.md) | Birchbrook | Bangor, Maine | | Percentage of assets, Hourly, Fixed fees | | [Lucie Estabrook](https://find.wellspent.co/advisors/lucie-estabrook.md) | Birchbrook | Bangor, Maine | | Percentage of assets, Hourly, Fixed fees | | [Eric Giacobba](https://find.wellspent.co/advisors/eric-giacobba.md) | Blueline Advisors | York, Maine | | Percentage of assets, Fixed fees | | [Jennifer Arps](https://find.wellspent.co/advisors/jennifer-arps.md) | Atlantic Coast Financial | Kennebunk, Maine | | Percentage of assets, Hourly | | [Matthew Daigneault](https://find.wellspent.co/advisors/matthew-daigneault.md) | Dirigo Financial | North Berwick, Maine | | Percentage of assets, Hourly | | [David Mongeau](https://find.wellspent.co/advisors/david-mongeau.md) | Taxes by DRM | Springvale, Maine | | Flat fee or retainer | | [Kenneth Daley](https://find.wellspent.co/advisors/kenneth-daley.md) | Azimuth Capital Management | Winthrop, Maine | | Percentage of assets, Hourly | | [Alan Eskandari](https://find.wellspent.co/advisors/alan-eskandari.md) | Able Money | North Yarmouth, Maine | CFP | Percentage of assets | | [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 | | [Joseph Powers](https://find.wellspent.co/advisors/joseph-powers.md) | Great Diamond Partners | Portland, Maine | CFP | Percentage of assets, Hourly, 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 | | [Rebecca Schuman](https://find.wellspent.co/advisors/rebecca-schuman.md) | Penobscot Financial Advisors | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Steven Jacobsmeier](https://find.wellspent.co/advisors/steven-jacobsmeier.md) | Milestone Financial Planning | York, Maine | CFP, ChFC | Percentage of assets, Fixed fees | Showing the first 50 of 91. The full list, page by page: https://find.wellspent.co/by/financial-advisors-under-500k/maine/?page=2 ## 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).