Firm
Birchbrook
Bangor, Maine
Fee-only
Birchbrook at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 6 advisors are listed here; 3 of 6 hold the CFA.
- Its Form ADV reports 7 employees and 310 individual clients, 114 of them high net worth.
- Its average account is about $344,000 (assets it manages divided by its 863 accounts).
Facts
| Based in | Bangor, Maine |
|---|---|
| Website | birchbrook.com |
| Phone | (207) 990-1117 |
Birchbrook fees
Birchbrook 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 · Fixed fees |
|---|---|
| Assets managed | $296 million |
| Individual clients | 196 |
| High-net-worth clients | 114 |
| Accounts managed | 863 |
| Employees | 7 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-36582) |
| Financial planning | Offered |
| Form ADV filed | April 14, 2026 |
| SEC record | CRD 105164 |