Firm
August Wealth Management
Portland, Maine
Fee-only
August Wealth Management at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 85 individual clients.
- Its average account is about $151,000 (assets it manages divided by its 201 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | augustwealthmanagement.com |
| Phone | (207) 358-3110 |
August Wealth Management fees
August Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $30 million |
| Individual clients | 85 |
| Accounts managed | 201 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 155739 |