Firm
Dirigo Financial
North Berwick, Maine
Fee-only
Dirigo Financial at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 49 individual clients, 15 of them high net worth.
- Its average account is about $253,000 (assets it manages divided by its 162 accounts).
Facts
| Based in | North Berwick, Maine |
|---|---|
| Website | dirigofinancial.com |
| Phone | (207) 408-5860 |
Dirigo Financial fees
Dirigo Financial 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 | $41 million |
| Individual clients | 34 |
| High-net-worth clients | 15 |
| Accounts managed | 162 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | June 10, 2026 |
| SEC record | CRD 333829 |