Portland Financial Planning Group, LLC at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 32 individual clients, 25 of them high net worth.
- Its average account is about $572,000 (assets it manages divided by its 137 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | pfpg.com |
| [email protected] | |
| Phone | (207) 771-8821 |
Questions about Portland Financial Planning Group, LLC
How much does Portland Financial Planning Group, LLC charge?
Portland Financial Planning Group, LLC publishes these prices: ongoing planning: from $6,500 a year; asset-based fee: 0.65% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Portland Financial Planning Group, LLC paid?
Portland Financial Planning Group, LLC's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Portland Financial Planning Group, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Portland Financial Planning Group, LLC.
What is the average account at Portland Financial Planning Group, LLC?
Portland Financial Planning Group, LLC's average account is about $572,000. That's the assets on its Form ADV divided by its 137 accounts.
Portland Financial Planning Group, LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,500 a year |
|---|---|
| Asset-based fee | 0.65% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"we do have a $6,500 minimum annual fee for new clients" source
"0.65% on the first million of net worth, 0.40% on the next $3 million, and 0.225% thereafter" source
"0.65% on the first million of net worth, 0.40% on the next $3 million, and 0.225% thereafter" source
"we do have a $6,500 minimum annual fee for new clients" source
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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $78 million |
| Individual clients | 7 |
| High-net-worth clients | 25 |
| Accounts managed | 137 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 116168 |