Firm
HeadInvest
Portland, Maine
Fee-only
HeadInvest at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 7 advisors are listed here.
- Its Form ADV reports 13 employees and 423 individual clients, 322 of them high net worth.
- Its average account is about $806,000 (assets it manages divided by its 1,107 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | headinvest.com |
| Phone | (207) 773-5333 |
HeadInvest fees
HeadInvest 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 | $892 million |
| Individual clients | 101 |
| High-net-worth clients | 322 |
| Accounts managed | 1,107 |
| Employees | 13 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-66773) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 140518 |