Firm
DWP Investment Management
Caribou, Maine
Fee-only
DWP Investment Management 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 95 individual clients, 27 of them high net worth.
- Its average account is about $196,000 (assets it manages divided by its 341 accounts).
Facts
| Based in | Caribou, Maine |
|---|---|
| Website | dwpim.com |
| [email protected] | |
| Phone | (512) 270-8230 |
DWP Investment Management fees
DWP Investment Management 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 | $67 million |
| Individual clients | 68 |
| High-net-worth clients | 27 |
| Accounts managed | 341 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 156684 |