Hourly financial advisors in Maine
How do I find fee-only advisors who charge by the hour in Maine?
In Maine, look for a fee-only advisor who bills for the time you use, with no need to move your accounts. Hourly work suits a single question, a second opinion, or people who manage their own money. 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.
- Brie Pio Birch Point Wealth Management LLC, Rockport Holds the CFP. Fees on file: percentage of assets.
- 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.
By the numbers
- Advisors listed
- 84
- Firms
- 32
- Cities
- 19
- Hold the CFP
- 26%
- Other credentials: CFA 11% · ChFC 5%
- How they charge (of 84 with fees on file): percentage of assets 94% · hourly 81% · fixed fees 67% · one-time planning fee 15%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Hourly financial advisors by state
- California (1,823)
- Texas (1,103)
- Florida (852)
- New York (647)
- Pennsylvania (590)
- Massachusetts (559)
- Virginia (501)
- Washington (495)
- Colorado (475)
- Ohio (451)
- Georgia (442)
- Illinois (441)
- North Carolina (435)
- Michigan (377)
- Tennessee (363)
- Maryland (355)
- Oregon (342)
- Arizona (301)
- New Jersey (288)
- Indiana (264)
- Wisconsin (248)
- Minnesota (233)
- Connecticut (230)
- Kansas (217)
- Utah (215)
- Missouri (213)
- South Carolina (184)
- Oklahoma (130)
- Alabama (128)
- Iowa (119)
- Idaho (113)
- New Hampshire (107)
- Louisiana (90)
- Nebraska (89)
- Nevada (87)
- Kentucky (83)
- Arkansas (74)
- Vermont (69)
- Delaware (67)
- Mississippi (59)
- Rhode Island (46)
- Montana (41)
- Hawaii (36)
- New Mexico (35)
- District of Columbia (30)
- Alaska (29)
- South Dakota (26)
- Wyoming (26)
Questions about hourly financial advisors
How many fee-only advisors who charge by the hour in Maine are there?
The Wellspent public graph lists 84 fee-only advisors who charge by the hour in Maine, at 32 firms. We counted every advisor record that fits, as of November 2026.
Where are fee-only advisors who charge by the hour in Maine located?
Of the 84 fee-only advisors who charge by the hour in Maine, 38 are in Portland, followed by 18 in Bangor and 10 in Gardiner.
How do fee-only advisors who charge by the hour in Maine charge?
The most common fee among fee-only advisors who charge by the hour in Maine is a percentage of assets, used by 94% of the 84 with fees on file. Many use more than one: 81% charge by the hour and 67% charge fixed fees.
How many fee-only advisors who charge by the hour in Maine hold the CFP?
26% of the 84 fee-only advisors who charge by the hour 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 by the hour?
We count an advisor as hourly when their listing or their firm's Form ADV says the firm charges by the hour.
What should I ask fee-only advisors who charge by the hour in Maine?
What's your hourly rate, and how many hours would my question take? Do you have a minimum number of hours? Will I get a written plan or only a conversation? Do you also offer ongoing work if I want it later?
How current is this list of fee-only advisors who charge by the hour 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 84 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 |
| Chad Kelley | Means Wealth Management | Bangor | CFP | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Andrew Scott | Great Diamond Partners | Portland | CFP | Percentage of assets, Hourly |
| Craig Joncas | Penobscot Financial Advisors | Portland | CFP | Percentage of assets, Hourly |
| 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 |
| Joel Gold | The Gold Company | Portland | CFP | Percentage of assets, Hourly |
| 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 |
| Dylan Frank | OLD Port Advisors | Portland | CFA | Percentage of assets, Hourly |
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