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Wellspent public graph/Locations/United States/Maine
United States

Fee-only advisors in Maine

Fee-only advisors in Portland, Bangor and Gardiner, plus 23 other cities.

By the numbers

The Wellspent public graph lists 124 fee-only financial advisors serving Maine at 50 firms, most in Portland, Bangor and Gardiner. 30% hold the CFP certification. Of the 123 with fees on file, 94% charge percentage of assets.

Advisors listed
124
Firms
50
Cities
26
Hold the CFP
30%
  • Other credentials: CFA 9% · ChFC 4%
  • How they charge (of 123 with fees on file): percentage of assets 94% · fixed fees 67% · hourly 55% · one-time planning fee 11%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Maine (124)

Fee-only advisors serving Maine: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Brie Pio Birch Point Wealth Management LLC Rockport CFP, MBA Percentage of assets
Sara Casale Cornerstone Financial Planning, LLC Portland CFP, BS, MBA Percentage of assets
Chris Cortese Logbook Financial Planning, LLC Rockport CFP Percentage of assets, One-time planning fee
Jeffrey Bogue Bogue Asset Management Portland BS, CFP Hourly, One-time planning fee
Brian Dietz Portland Financial Planning Group, LLC Portland BA, CFA, CFP Percentage of assets, Ongoing planning fee
Libby McKay Penobscot Financial Advisors Bangor CFP Ongoing planning fee
Sage Duguay Advice-only planning for women in STEM weighing career changes, maternity leave or sabbaticals on the way to financial independence. Wealthy With Intention Winslow Not listed Subscription, One-time planning fee
Wesley McNeillie Robinson Smith Wealth Advisors, LLC South Portland CFP, Other, CIMA Ongoing planning fee
Chad Kelley Means Wealth Management Bangor CFP Percentage of assets, Flat fee or retainer
Alexander Briggs Oldfield Wealth Partners Bangor CFP Percentage of assets, Fixed fees
Kyle Goupille Oldfield Wealth Partners Bangor CFP Percentage of assets, Fixed fees
Karen Oeser Means Wealth Management Bangor CFA Percentage of assets, Flat fee or retainer
Jean Deighan Birchbrook Bangor CFP Percentage of assets, Hourly
Jenifer Butler Birchbrook Bangor CFP, CFA Percentage of assets, Hourly
Michael Perna Flying Point Advisors Freeport CFA Hourly
Scott Whytock August Wealth Management Portland CFP Percentage of assets, Hourly
Alexander Means Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Eric Baker Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Erin Barry Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
John Dudley Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Jonathan Cottrell Mascoma Wealth Management Portland Not listed Percentage of assets
Pamela Scheppele DWP Investment Management Caribou CFP, ChFC Percentage of assets, Hourly
Stacey Young Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Thomas Herlihy Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Zachary Means Means Wealth Management Bangor Not listed Percentage of assets, Flat fee or retainer
Barry Obrien O'Brien Asset Management Eliot CFP Percentage of assets, Fixed fees
Benjamin Clark HeadInvest Portland Not listed Percentage of assets, Hourly
Brett Miller Birchbrook Bangor CFA Percentage of assets, Hourly
Charles Mussallem Birchbrook Bangor CFA Percentage of assets, Hourly
Chase Guerrette Oldfield Wealth Partners Bangor Not listed Percentage of assets, Fixed fees
Donna McConnell HeadInvest Portland Not listed Percentage of assets, Hourly
Kenneth Blaschke HeadInvest Portland Not listed Percentage of assets, Hourly
Marta Haydym Silver Financial Services Westbrook CFP Not listed
Matthew Civello HeadInvest Portland Not listed Percentage of assets, Hourly
Nathan Freeman Oldfield Wealth Partners Bangor Not listed Percentage of assets, Fixed fees
Odette Thurston HeadInvest Portland Not listed Percentage of assets, Hourly
Paul Pangburn Gibson Financial Solutions Ellsworth CFP Percentage of assets, Hourly
Robert Whitehead HeadInvest Portland Not listed Percentage of assets, Hourly
Stephen Reeves HeadInvest Portland Not listed Percentage of assets, Hourly
Micah Davis-Johnson Aries Wealth Management Portland CFA Percentage of assets
Thad Ackerman Silver Maple Financial Kittery Not listed Percentage of assets, Flat fee or retainer
Curtis Worcester Guidance Point Advisors Bangor Not listed Percentage of assets
Jennifer Eastman Birchbrook Bangor Not listed Percentage of assets, Hourly
Lucie Estabrook Birchbrook Bangor Not listed Percentage of assets, Hourly
Eric Giacobba Blueline Advisors York Not listed Percentage of assets, Fixed fees
Jason Viola Aries Wealth Management Portland Not listed Percentage of assets
Jennifer Arps Atlantic Coast Financial Kennebunk Not listed Percentage of assets, Hourly
Matthew Daigneault Dirigo Financial North Berwick Not listed Percentage of assets, Hourly
Timothy Woodhouse Aries Wealth Management Portland Not listed Percentage of assets
Victoria Morin Aries Wealth Management Portland Not listed Percentage of assets

Firms headquartered in Maine (40)