Firm
OLD Port Advisors
Portland, Maine
Fee-only
OLD Port Advisors at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 11 advisors are listed here; 1 of 11 hold the CFA.
- Its Form ADV reports 14 employees and 816 individual clients, 215 of them high net worth.
- Its average account is about $349,000 (assets it manages divided by its 2,245 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | oldportadvisors.com |
| Phone | (207) 774-6552 |
OLD Port Advisors fees
OLD Port Advisors 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 | $783 million |
| Individual clients | 601 |
| High-net-worth clients | 215 |
| Accounts managed | 2,245 |
| Employees | 14 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-60130) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 108228 |