Firm
Stillwater Investing
Veazie, Maine
Fee-only
Stillwater Investing at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 45 individual clients, 2 of them high net worth.
- Its average account is about $27,000 (assets it manages divided by its 68 accounts).
Facts
| Based in | Veazie, Maine |
|---|---|
| Website | stillwaterinvesting.com |
| Phone | (207) 962-1849 |
Stillwater Investing fees
Stillwater Investing 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 |
|---|---|
| Assets managed | $2 million |
| Individual clients | 43 |
| High-net-worth clients | 2 |
| Accounts managed | 68 |
| Employees | 3 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | May 1, 2026 |
| SEC record | CRD 307511 |