Firm
Drach Advisors
Blue Hill, Maine
Fee-only
Drach Advisors at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 39 individual clients, 11 of them high net worth.
- Its average account is about $281,000 (assets it manages divided by its 75 accounts).
Facts
| Based in | Blue Hill, Maine |
|---|---|
| Website | drachadvisors.com |
| [email protected] | |
| Phone | (207) 374-7162 |
Drach Advisors fees
Drach 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 |
|---|---|
| Assets managed | $21 million |
| Individual clients | 28 |
| High-net-worth clients | 11 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 140247 |