# Flat-fee financial advisors in Maine > In Maine, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Brian Dietz of Portland Financial Planning Group, LLC, James Bradley of Penobscot Financial Advisors and Jenifer Butler of Birchbrook. Page: https://find.wellspent.co/by/flat-fee-financial-advisors/maine/ 104 fee-only advisors listed; data last updated November 2, 2026. Fee-only means paid only by clients, never by commissions. ## How do I find fee-only advisors who charge flat or fixed fees in Maine? In Maine, look for a fee-only advisor who quotes a set price rather than a percentage of your assets. Ask for that price in dollars, because many firms offer fixed fees alongside asset-based fees. Records to start with include Brian Dietz of Portland Financial Planning Group, LLC, James Bradley of Penobscot Financial Advisors and Jenifer Butler of Birchbrook. ## How many fee-only advisors who charge flat or fixed fees in Maine are there? The Wellspent public graph lists 104 fee-only advisors who charge flat or fixed fees in Maine, at 35 firms. We counted every advisor record that fits, as of November 2026. ## Where are fee-only advisors who charge flat or fixed fees in Maine located? Of the 104 fee-only advisors who charge flat or fixed fees in Maine, 49 are in Portland, followed by 22 in Bangor and 10 in Gardiner. ## How do fee-only advisors who charge flat or fixed fees in Maine charge? The most common fee among fee-only advisors who charge flat or fixed fees in Maine is a percentage of assets, used by 93% of the 104 with fees on file. Many use more than one: 80% charge fixed fees and 58% charge by the hour. ## How many fee-only advisors who charge flat or fixed fees in Maine hold the CFP? 32% of the 104 fee-only advisors who charge flat or fixed fees 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 charge flat or fixed fees? We count an advisor here when their listing shows a flat fee, or their firm's Form ADV says it charges fixed fees. Many of these firms also charge on assets. ## What should I ask fee-only advisors who charge flat or fixed fees in Maine? What is the price in dollars, and what does it include? Will the fee rise as my assets grow? Do you manage investments, or advise on accounts I keep? Is the flat fee your main model, or an option next to asset-based fees? ## How current is this list of fee-only advisors who charge flat or fixed fees 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 | | [Sage Duguay](https://find.wellspent.co/advisors/sage-duguay.md) | Wealthy With Intention | Winslow, Maine | | Subscription, One-time planning fee, Hourly | | [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 | | [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 | | [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 | | [Benjamin Clark](https://find.wellspent.co/advisors/benjamin-clark.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, 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 | | [Donna McConnell](https://find.wellspent.co/advisors/donna-mcconnell.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Blaschke](https://find.wellspent.co/advisors/kenneth-blaschke.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Matthew Civello](https://find.wellspent.co/advisors/matthew-civello.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Nathan Freeman](https://find.wellspent.co/advisors/nathan-freeman.md) | Oldfield Wealth Partners | Bangor, Maine | | Percentage of assets, Fixed fees | | [Odette Thurston](https://find.wellspent.co/advisors/odette-thurston.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Paul Pangburn](https://find.wellspent.co/advisors/paul-pangburn.md) | Gibson Financial Solutions | Ellsworth, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Robert Whitehead](https://find.wellspent.co/advisors/robert-whitehead.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Stephen Reeves](https://find.wellspent.co/advisors/stephen-reeves.md) | HeadInvest | Portland, Maine | | 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 | | [Curtis Worcester](https://find.wellspent.co/advisors/curtis-worcester.md) | Guidance Point Advisors | Bangor, Maine | | Percentage of assets | | [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 | | [David Mongeau](https://find.wellspent.co/advisors/david-mongeau.md) | Taxes by DRM | Springvale, Maine | | Flat fee or retainer | | [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 | Showing the first 50 of 104. The full list, page by page: https://find.wellspent.co/by/flat-fee-financial-advisors/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).