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Wellspent public graph/Firms/Flying Point Advisors
Firm

Flying Point Advisors

Freeport, Maine

Fee-only

Flying Point 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 8 individual clients, 6 of them high net worth.
  • Its average account is about $271,000 (assets it manages divided by its 16 accounts).
  • Its website says it's taking new clients.
  • It works with clients virtually as well as in person.

Specialties Small business owners · Tax planning

Works with Founders

Fee-only advisors in Maine

Facts

Based inFreeport, Maine
Websiteflyingpoint.cpa
Phone(207) 200-3852

Flying Point Advisors fees

What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.

Hourly$300 an hour
How it chargesHourly

In the firm's words

"Financial planning at $300 per hour." 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$4 million
Individual clients2
High-net-worth clients6
Accounts managed16
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedJune 17, 2026
SEC recordCRD 330467

Advisors at this firm (1)