Firm
New England Financial Services
Falmouth, Maine
Fee-only
New England Financial Services at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 7 individual clients.
- Its average account is about $205,000 (assets it manages divided by its 9 accounts).
Facts
| Based in | Falmouth, Maine |
|---|---|
| Phone | (207) 632-2020 |
New England Financial Services fees
New England Financial Services 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 |
|---|---|
| Assets managed | $2 million |
| Individual clients | 7 |
| Accounts managed | 9 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 318440 |