Firm
Means Wealth Management
Bangor, Maine
Fee-only
Facts
| Based in | Bangor, Maine |
|---|---|
| Website | meanswealth.com |
| Phone | (207) 947-6763 |
Means Wealth Management fees
Means Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, one-time plans or projects. 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 |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 908 |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 2748 |