Birch Point Wealth Management LLC
Rockport, Maine
Birch Point Wealth Management LLC at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 58 individual clients, 23 of them high net worth.
- Its average account is about $276,000 (assets it manages divided by its 149 accounts).
- It works with clients virtually as well as in person.
Facts
| Based in | Rockport, Maine |
|---|---|
| Website | birchpointwealth.net |
| [email protected] | |
| Phone | (207) 370-4340 |
Questions about Birch Point Wealth Management LLC
How much does Birch Point Wealth Management LLC charge?
Birch Point Wealth Management LLC publishes these prices: asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Birch Point Wealth Management LLC paid?
Birch Point Wealth Management LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Birch Point Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Birch Point Wealth Management LLC, and 1 hold the CFP.
What is the average account at Birch Point Wealth Management LLC?
Birch Point Wealth Management LLC's average account is about $276,000. That's the assets on its Form ADV divided by its 149 accounts.
What does Birch Point Wealth Management LLC specialize in?
Birch Point Wealth Management LLC's advisors and website list retirement planning, small business owners, estate & legacy planning and tax planning.
Does Birch Point Wealth Management LLC work with clients virtually?
Yes. Birch Point Wealth Management LLC's website says it works with clients virtually.
Birch Point Wealth Management LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Fees are 1% of assets managed under $1 Million, decreasing to 0.75% when assets exceed $1 Million, and 0.60% when assets exceed $2 Million." source
"Fees are 1% of assets managed under $1 Million, decreasing to 0.75% when assets exceed $1 Million, and 0.60% when assets exceed $2 Million." source
"Fees are 1% of assets managed under $1 Million, decreasing to 0.75% when assets exceed $1 Million, and 0.60% when assets exceed $2 Million." source
"Fees are 1% of assets managed under $1 Million, decreasing to 0.75% when assets exceed $1 Million, and 0.60% when assets exceed $2 Million." source
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 · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 35 |
| High-net-worth clients | 23 |
| Accounts managed | 149 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 306596 |
Advisors at this firm (2)
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