Bogue Asset 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 68 individual clients, 30 of them high net worth.
- Its average account is about $331,000 (assets it manages divided by its 280 accounts).
- It works with clients virtually as well as in person.
Facts
| Based in | Portland, Maine |
|---|---|
| Website | bogueassetmanagement.com |
| [email protected] | |
| Phone | (207) 646-2478 |
Questions about Bogue Asset Management
How much does Bogue Asset Management charge?
Bogue Asset Management publishes these prices: one-time plan: from $1,000; hourly: $225 an hour. We found this on its website, checked October 28, 2026.
How is Bogue Asset Management paid?
Bogue Asset Management's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Bogue Asset Management have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Bogue Asset Management.
What is the average account at Bogue Asset Management?
Bogue Asset Management's average account is about $331,000. That's the assets on its Form ADV divided by its 280 accounts.
What does Bogue Asset Management specialize in?
Bogue Asset Management's advisors and website list retirement planning and small business owners.
Does Bogue Asset Management work with clients virtually?
Yes. Bogue Asset Management's website says it works with clients virtually.
Bogue Asset Management 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.
| One-time plan | From $1,000 |
|---|---|
| Hourly | $225 an hour |
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Fees are based on my current $225 hourly rate" source
"with a minimum of $1,000 per project" source
"Fees are based on my current $225 hourly rate, with a minimum of $1,000 per project." source
"Financial planning can be provided as an ongoing service, on a project basis, or hourly "as needed."" 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 | $93 million |
| Individual clients | 38 |
| High-net-worth clients | 30 |
| Accounts managed | 280 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 13, 2026 |
| SEC record | CRD 118985 |