Firm
The Gold Company
Portland, Maine
Fee-only
The Gold Company 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 1 employee and 28 individual clients.
- Its average account is about $591,000 (assets it manages divided by its 29 accounts).
Facts
| Based in | Portland, Maine |
|---|---|
| Website | thegoldcompanyfinancialplanning.com |
| Phone | (207) 650-7884 |
The Gold Company fees
The Gold Company 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 | $17 million |
| Individual clients | 28 |
| Accounts managed | 29 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | January 4, 2018 |
| SEC record | CRD 123127 |