Firm
Bigelow Investment Advisors
Portland, Maine
Fee-only
Bigelow Investment Advisors at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 8 employees and 314 individual clients, 134 of them high net worth.
- Its average account is about $620,000 (assets it manages divided by its 895 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | bigelowadvisors.com |
| Phone | (207) 772-2900 |
Bigelow Investment Advisors fees
Bigelow Investment Advisors 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 · Fixed fees |
|---|---|
| Assets managed | $555 million |
| Individual clients | 180 |
| High-net-worth clients | 134 |
| Accounts managed | 895 |
| Employees | 8 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-67875) |
| Financial planning | Offered |
| Form ADV filed | May 8, 2026 |
| SEC record | CRD 143733 |