Flat-fee financial advisors in Maine
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.
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.
- James Bradley Penobscot Financial Advisors, Portland Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Jenifer Butler Birchbrook, Bangor 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.
- Chad Kelley Means Wealth Management, Bangor Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Brie Pio Birch Point Wealth Management LLC, Rockport Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 104
- Firms
- 35
- Cities
- 19
- Hold the CFP
- 32%
- Other credentials: CFA 9% · ChFC 5%
- How they charge (of 104 with fees on file): percentage of assets 93% · fixed fees 80% · hourly 58% · 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
Flat-fee financial advisors by state
- California (2,105)
- Texas (1,472)
- Florida (983)
- Pennsylvania (919)
- New York (861)
- Ohio (701)
- Massachusetts (675)
- Virginia (673)
- Georgia (648)
- Colorado (641)
- North Carolina (607)
- Illinois (591)
- Michigan (493)
- Washington (451)
- Tennessee (436)
- Maryland (431)
- New Jersey (416)
- Minnesota (412)
- Arizona (372)
- Wisconsin (354)
- Oregon (352)
- Missouri (332)
- Indiana (314)
- Connecticut (304)
- Kansas (290)
- Utah (277)
- South Carolina (215)
- Idaho (171)
- Alabama (156)
- New Hampshire (149)
- Oklahoma (148)
- Iowa (142)
- Kentucky (125)
- Louisiana (109)
- Nevada (108)
- Nebraska (106)
- Arkansas (86)
- Delaware (77)
- Vermont (74)
- Mississippi (69)
- Rhode Island (60)
- District of Columbia (46)
- Montana (39)
- New Mexico (39)
- Hawaii (38)
- South Dakota (30)
- Wyoming (30)
- Alaska (29)
- West Virginia (27)
Questions about flat-fee financial advisors
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.
All 104 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 |
| Sage Duguay Advice-only planning for women in STEM weighing career changes, maternity leave or sabbaticals on the way to financial independence. | Wealthy With Intention | Winslow | Not listed | Subscription, One-time 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 |
| 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 |
| 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 |
| Benjamin Clark | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| 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 |
| Donna McConnell | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Kenneth Blaschke | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Matthew Civello | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| Odette Thurston | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Paul Pangburn | Gibson Financial Solutions | Ellsworth | CFP | Percentage of assets, Hourly |
| Robert Whitehead | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Stephen Reeves | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Thad Ackerman | Silver Maple Financial | Kittery | Not listed | Percentage of assets, Flat fee or retainer |
| Curtis Worcester | Guidance Point Advisors | Bangor | Not listed | Percentage of assets |
| 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 |
| David Mongeau | Taxes by DRM | Springvale | Not listed | Flat fee or retainer |
| 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 |
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