Firm
Taxes by DRM
Springvale, Maine
Fee-only
Taxes by DRM at a glance
- One of 40 fee-only firms based in Maine in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 37 individual clients.
- Its average account is about $163,000 (assets it manages divided by its 80 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Springvale, Maine |
|---|---|
| Website | taxesbydrm.com |
| Phone | (207) 432-4552 |
Taxes by DRM fees
Taxes by DRM doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | $13 million |
| Individual clients | 37 |
| Accounts managed | 80 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | October 5, 2026 |
| SEC record | CRD 292777 |