Firm
Letteney Financial Advisory
Waldoboro, Maine
Fee-only
Letteney Financial Advisory at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 45 individual clients.
- Its average account is about $38,000 (assets it manages divided by its 60 accounts).
Facts
| Based in | Waldoboro, Maine |
|---|---|
| Website | letteneyadvisory.com |
| Phone | (518) 258-9639 |
Letteney Financial Advisory fees
Letteney Financial Advisory 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 | $2 million |
| Individual clients | 45 |
| Accounts managed | 60 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 305944 |