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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
John Piper Great Diamond Partners Portland Not listed Percentage of assets, Hourly
John Sullivan Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Kathleen Hurley Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Laurie Bachelder Freedom Wealth Advisors North Yarmouth Not listed Percentage of assets, Hourly
Leslie Klenk Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Lisa Demers Great Diamond Partners Portland Not listed Percentage of assets, Hourly
Lloyd Hall Samara Financial Portland Not listed Percentage of assets, Hourly
Matthew Gosselin J.M. Arbour Gardiner Not listed Percentage of assets, Hourly
Matthew Hanson Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Nan Pendleton OLD Port Advisors Portland Not listed Percentage of assets, Hourly
Nicholas Sickinger J.M. Arbour Gardiner Not listed Percentage of assets, Hourly
Richard Harlow OLD Port Advisors Portland Not listed Percentage of assets, Hourly
Richard Strabley Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Ryan Gosline Integral Financial Planners Rockport Not listed Percentage of assets, Fixed fees
Samuel Chaplin Penobscot Financial Advisors Portland Not listed Percentage of assets, Hourly
Stephen Poulos Great Diamond Partners Portland Not listed Percentage of assets, Hourly
Thomas Biegel Black Brook Financial Planning Gorham Not listed Percentage of assets, Hourly
Thomas Wells Portland Global Advisors Portland Not listed Percentage of assets, Fixed fees
Tracy Rogers OLD Port Advisors Portland Not listed Percentage of assets, Hourly
Tyler Hafford Penobscot Financial Advisors Bangor Not listed Percentage of assets, Hourly
William Cummings J.M. Arbour Gardiner Not listed Percentage of assets, Hourly
William Pike New England Financial Services Falmouth Not listed Percentage of assets
Wyatt Andreoli Great Diamond Partners Portland Not listed Percentage of assets, Hourly
Yelshaday Gebreselassie Penobscot Financial Advisors Portland Not listed Percentage of assets, Hourly

Firms headquartered in Maine (40)