Firm
Great Diamond Partners
Portland, Maine
Fee-only
Great Diamond Partners at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 8 advisors are listed here; 3 of 8 hold the CFP.
- Its Form ADV reports 12 employees and 523 individual clients, 285 of them high net worth.
- Its average account is about $463,000 (assets it manages divided by its 1,736 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | greatdiamondpartners.com |
| [email protected] | |
| Phone | (207) 274-2500 |
Great Diamond Partners fees
Great Diamond Partners 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 | $804 million |
| Individual clients | 238 |
| High-net-worth clients | 285 |
| Accounts managed | 1,736 |
| Employees | 12 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-115058) |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 299598 |