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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
David Mongeau Taxes by DRM Springvale Not listed Flat fee or retainer
Kenneth Daley Azimuth Capital Management Winthrop Not listed Percentage of assets, Hourly
Alan Eskandari Able Money North Yarmouth CFP Percentage of assets
Andrew Nadeau Bigelow Investment Advisors Portland CFP Percentage of assets, Fixed fees
Andrew Scott Great Diamond Partners Portland CFP Percentage of assets, Hourly
Craig Joncas Penobscot Financial Advisors Portland CFP Percentage of assets, Hourly
Gerrit Petersons Robinson Smith Wealth Advisors South Portland CFP Percentage of assets, Fixed fees
Helen Andreoli Great Diamond Partners Portland CFP Percentage of assets, Hourly
Jac Arbour J.M. Arbour Gardiner CFP, ChFC Percentage of assets, Hourly
James Bradley Penobscot Financial Advisors Portland CFP, CFA Percentage of assets, Hourly
Jennifer Climo Milestone Financial Planning York CFP Percentage of assets, Fixed fees
Joel Gold The Gold Company Portland CFP Percentage of assets, Hourly
Joseph Powers Great Diamond Partners Portland CFP Percentage of assets, Hourly
Matthew Huckins Bigelow Investment Advisors Portland CFP Percentage of assets, Fixed fees
Melissa Holmes Black Harbor Financial Boothbay Harbor CFP Percentage of assets, Hourly
Nathan Hubbard Penobscot Financial Advisors Portland CFP Percentage of assets, Hourly
Patrick Flood Bigelow Investment Advisors Portland CFP Percentage of assets, Fixed fees
Racquel Tibbetts Bigelow Investment Advisors Portland CFP Percentage of assets, Fixed fees
Rebecca Schuman Penobscot Financial Advisors Portland CFP Percentage of assets, Hourly
Robert Corey Stewardship Financial Plainning Readfield CFP Fixed fees
Steven Jacobsmeier Milestone Financial Planning York CFP, ChFC Percentage of assets, Fixed fees
Tracey Daigle Robinson Smith Wealth Advisors South Portland CFP Percentage of assets, Fixed fees
Dylan Frank OLD Port Advisors Portland CFA Percentage of assets, Hourly
Evan Campbell J.M. Arbour Gardiner CFA Percentage of assets, Hourly
Lawrence Bowlan OLD Port Advisors Portland ChFC Percentage of assets, Hourly
Miles Whitlock J.M. Arbour Gardiner ChFC Percentage of assets, Hourly
Robert Drach Drach Advisors Blue Hill CFA Percentage of assets
Anna McKersie Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Atencio Martin Integrity Financial Advisors Kittery Not listed Percentage of assets
Ben Daigle OLD Port Advisors Portland Not listed Percentage of assets, Hourly
Brady Gingrich Altrius Capital Management Portland Not listed Percentage of assets
Christopher Calvert J.M. Arbour Gardiner Not listed Percentage of assets, Hourly
Courtney Walsh Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Dale Hartt Stillwater Investing Veazie Not listed Percentage of assets, Hourly
Daniel Pease New England Financial Services Falmouth Not listed Percentage of assets
David Pio Birch Point Wealth Management Rockport Not listed Percentage of assets, Hourly
David Smith Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Derek Jaskulski Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Dominic Guimond Stillwater Investing Portland Not listed Percentage of assets, Hourly
Donald Riddle J.M. Arbour Gardiner Not listed Percentage of assets, Hourly
Erica Bly OLD Port Advisors Portland Not listed Percentage of assets, Hourly
Francis Davies OLD Port Advisors Portland Not listed Percentage of assets, Hourly
Fredric Williams OLD Port Advisors Portland Not listed Percentage of assets, Hourly
Gavin Stern J.M. Arbour Gardiner Not listed Percentage of assets, Hourly
Hana Walton Cultivating Wealth Newcastle Not listed Percentage of assets, Hourly
Heidi Peterson Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Jake Kenyon OLD Port Advisors Portland Not listed Percentage of assets, Hourly
James Letteney Letteney Financial Advisory Waldoboro Not listed Percentage of assets, Hourly
James Lowell J.M. Arbour Gardiner Not listed Percentage of assets, Hourly
Jason Foster OLD Port Advisors Portland Not listed Percentage of assets, Hourly

Firms headquartered in Maine (40)