Firm
J.M. Arbour
Gardiner, Maine
Fee-only
J.M. Arbour at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 10 advisors are listed here; 2 of 10 hold the ChFC.
- Its Form ADV reports 12 employees and 720 individual clients, 28 of them high net worth.
- Its average account is about $146,000 (assets it manages divided by its 1,253 accounts).
Facts
| Based in | Gardiner, Maine |
|---|---|
| Website | jmarbour.com |
| [email protected] | |
| Phone | (207) 248-6767 |
J.M. Arbour fees
J.M. Arbour 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 | $183 million |
| Individual clients | 692 |
| High-net-worth clients | 28 |
| Accounts managed | 1,253 |
| Employees | 12 |
| Planning clients | 0 |
| Registered with | The SEC (801-124962) |
| Financial planning | Offered |
| Form ADV filed | October 26, 2026 |
| SEC record | CRD 313352 |