Advisors for under $500,000 in Maine
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- 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.
- Chad Kelley Means Wealth Management, Bangor Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Chris Cortese Logbook Financial Planning, LLC, Rockport Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Sara Casale Cornerstone Financial Planning, LLC, Portland Holds the CFP. Fees on file: percentage of assets.
- Jeffrey Bogue Bogue Asset Management, Portland Holds the CFP. Fees on file: hourly, one-time planning fee.
By the numbers
- Advisors listed
- 91
- Firms
- 39
- Cities
- 23
- Hold the CFP
- 32%
- Other credentials: CFA 10% · ChFC 5%
- How they charge (of 91 with fees on file): percentage of assets 95% · fixed fees 66% · hourly 65% · one-time planning fee 13%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Tennessee (307)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
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.
All 91 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 |
| 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 |
| Karen Oeser | Means Wealth Management | Bangor | CFA | Percentage of assets, Flat fee or retainer |
| Jean Deighan | Birchbrook | Bangor | CFP | Percentage of assets, Hourly |
| Jenifer Butler | Birchbrook | Bangor | CFP, CFA | Percentage of assets, Hourly |
| Michael Perna | Flying Point Advisors | Freeport | CFA | Hourly |
| Scott Whytock | August Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Alexander Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Eric Baker | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Erin Barry | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| John Dudley | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Jonathan Cottrell | Mascoma Wealth Management | Portland | Not listed | Percentage of assets |
| Pamela Scheppele | DWP Investment Management | Caribou | CFP, ChFC | Percentage of assets, Hourly |
| Stacey Young | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Herlihy | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Zachary Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Barry Obrien | O'Brien Asset Management | Eliot | CFP | Percentage of assets, Fixed fees |
| Brett Miller | Birchbrook | Bangor | CFA | Percentage of assets, Hourly |
| Charles Mussallem | Birchbrook | Bangor | CFA | Percentage of assets, Hourly |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Paul Pangburn | Gibson Financial Solutions | Ellsworth | CFP | Percentage of assets, Hourly |
| Thad Ackerman | Silver Maple Financial | Kittery | Not listed | Percentage of assets, Flat fee or retainer |
| Jennifer Eastman | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Lucie Estabrook | Birchbrook | Bangor | Not listed | Percentage of assets, Hourly |
| Eric Giacobba | Blueline Advisors | York | Not listed | Percentage of assets, Fixed fees |
| Jennifer Arps | Atlantic Coast Financial | Kennebunk | Not listed | Percentage of assets, Hourly |
| Matthew Daigneault | Dirigo Financial | North Berwick | Not listed | Percentage of assets, Hourly |
| David Mongeau | Taxes by DRM | Springvale | Not listed | Flat fee or retainer |
| Kenneth Daley | Azimuth Capital Management | Winthrop | Not listed | Percentage of assets, Hourly |
| Alan Eskandari | Able Money | North Yarmouth | CFP | Percentage of assets |
| 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 |
| Joseph Powers | Great Diamond Partners | Portland | CFP | Percentage of assets, Hourly |
| Melissa Holmes | Black Harbor Financial | Boothbay Harbor | CFP | Percentage of assets, Hourly |
| Nathan Hubbard | Penobscot Financial Advisors | Portland | CFP | Percentage of assets, Hourly |
| Rebecca Schuman | Penobscot Financial Advisors | Portland | CFP | Percentage of assets, Hourly |
| Steven Jacobsmeier | Milestone Financial Planning | York | CFP, ChFC | Percentage of assets, Fixed fees |
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