# Fee-only financial advisors in Portland, Maine > Start with a fee-only advisor in Portland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brian Dietz of Portland Financial Planning Group, LLC, James Bradley of Penobscot Financial Advisors and Sara Casale of Cornerstone Financial Planning, LLC, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/maine/portland/ 59 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Portland? Start with a fee-only advisor in Portland whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Brian Dietz of Portland Financial Planning Group, LLC, James Bradley of Penobscot Financial Advisors and Sara Casale of Cornerstone Financial Planning, LLC, chosen for their credentials and fees on file. ## How many fee-only advisors in Portland are there? The Wellspent public graph lists 59 fee-only advisors in Portland, at 16 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Portland focus on? The most common focus among fee-only advisors in Portland is estate planning (14), followed by retirement planning (11) and tax planning (9). Advisors can list more than one. ## How do fee-only advisors in Portland charge? The most common fee among fee-only advisors in Portland is a percentage of assets, used by 98% of the 59 with fees on file. Many use more than one: 78% charge fixed fees and 61% charge by the hour. ## How many fee-only advisors in Portland hold the CFP? 27% of the 59 fee-only advisors in Portland hold the CFP certification, based on the credentials listed on each record. ## Does Maine tax income on top of federal tax? Yes. Maine has a state income tax, so a financial plan for a Maine resident should project it alongside federal tax. ## How current is this list of fee-only advisors in Portland? Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Sara Casale](https://find.wellspent.co/advisors/sara-casale.md) | Cornerstone Financial Planning, LLC | Portland, Maine | CFP, BS, MBA | Percentage of assets | | [Jeffrey Bogue](https://find.wellspent.co/advisors/jeffrey-bogue.md) | Bogue Asset Management | Portland, Maine | BS, CFP | Hourly, One-time planning fee, Ongoing planning fee | | [Brian Dietz](https://find.wellspent.co/advisors/brian-dietz.md) | Portland Financial Planning Group, LLC | Portland, Maine | BA, CFA, CFP | Percentage of assets, Ongoing planning fee | | [Scott Whytock](https://find.wellspent.co/advisors/scott-whytock.md) | August Wealth Management | Portland, Maine | CFP | Percentage of assets, Hourly | | [Jonathan Cottrell](https://find.wellspent.co/advisors/jonathan-cottrell.md) | Mascoma Wealth Management | Portland, Maine | | Percentage of assets | | [Benjamin Clark](https://find.wellspent.co/advisors/benjamin-clark.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Donna McConnell](https://find.wellspent.co/advisors/donna-mcconnell.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Kenneth Blaschke](https://find.wellspent.co/advisors/kenneth-blaschke.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Matthew Civello](https://find.wellspent.co/advisors/matthew-civello.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Odette Thurston](https://find.wellspent.co/advisors/odette-thurston.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Robert Whitehead](https://find.wellspent.co/advisors/robert-whitehead.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Stephen Reeves](https://find.wellspent.co/advisors/stephen-reeves.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Micah Davis-Johnson](https://find.wellspent.co/advisors/micah-davis-johnson.md) | Aries Wealth Management | Portland, Maine | CFA | Percentage of assets | | [Jason Viola](https://find.wellspent.co/advisors/jason-viola.md) | Aries Wealth Management | Portland, Maine | | Percentage of assets | | [Timothy Woodhouse](https://find.wellspent.co/advisors/timothy-woodhouse.md) | Aries Wealth Management | Portland, Maine | | Percentage of assets | | [Victoria Morin](https://find.wellspent.co/advisors/victoria-morin.md) | Aries Wealth Management | Portland, Maine | | Percentage of assets | | [Andrew Nadeau](https://find.wellspent.co/advisors/andrew-nadeau.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Andrew Scott](https://find.wellspent.co/advisors/andrew-scott.md) | Great Diamond Partners | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Craig Joncas](https://find.wellspent.co/advisors/craig-joncas.md) | Penobscot Financial Advisors | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Helen Andreoli](https://find.wellspent.co/advisors/helen-andreoli.md) | Great Diamond Partners | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [James Bradley](https://find.wellspent.co/advisors/james-bradley.md) | Penobscot Financial Advisors | Portland, Maine | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Joel Gold](https://find.wellspent.co/advisors/joel-gold.md) | The Gold Company | Portland, Maine | CFP | Percentage of assets, Hourly | | [Joseph Powers](https://find.wellspent.co/advisors/joseph-powers.md) | Great Diamond Partners | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Matthew Huckins](https://find.wellspent.co/advisors/matthew-huckins.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Nathan Hubbard](https://find.wellspent.co/advisors/nathan-hubbard.md) | Penobscot Financial Advisors | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick Flood](https://find.wellspent.co/advisors/patrick-flood.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Racquel Tibbetts](https://find.wellspent.co/advisors/racquel-tibbetts.md) | Bigelow Investment Advisors | Portland, Maine | CFP | Percentage of assets, Fixed fees | | [Rebecca Schuman](https://find.wellspent.co/advisors/rebecca-schuman.md) | Penobscot Financial Advisors | Portland, Maine | CFP | Percentage of assets, Hourly, Fixed fees | | [Dylan Frank](https://find.wellspent.co/advisors/dylan-frank.md) | OLD Port Advisors | Portland, Maine | CFA | Percentage of assets, Hourly, Fixed fees | | [Lawrence Bowlan](https://find.wellspent.co/advisors/lawrence-bowlan.md) | OLD Port Advisors | Portland, Maine | ChFC | Percentage of assets, Hourly, Fixed fees | | [Anna McKersie](https://find.wellspent.co/advisors/anna-mckersie.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Ben Daigle](https://find.wellspent.co/advisors/ben-daigle.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Brady Gingrich](https://find.wellspent.co/advisors/brady-gingrich.md) | Altrius Capital Management | Portland, Maine | | Percentage of assets | | [Courtney Walsh](https://find.wellspent.co/advisors/courtney-walsh.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [David Smith](https://find.wellspent.co/advisors/david-smith.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Derek Jaskulski](https://find.wellspent.co/advisors/derek-jaskulski.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Dominic Guimond](https://find.wellspent.co/advisors/dominic-guimond.md) | Stillwater Investing | Portland, Maine | | Percentage of assets, Hourly | | [Erica Bly](https://find.wellspent.co/advisors/erica-bly.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Francis Davies](https://find.wellspent.co/advisors/francis-davies.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Fredric Williams](https://find.wellspent.co/advisors/fredric-williams.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Heidi Peterson](https://find.wellspent.co/advisors/heidi-peterson.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Jake Kenyon](https://find.wellspent.co/advisors/jake-kenyon.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Jason Foster](https://find.wellspent.co/advisors/jason-foster-2946937.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [John Piper](https://find.wellspent.co/advisors/john-piper.md) | Great Diamond Partners | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [John Sullivan](https://find.wellspent.co/advisors/john-sullivan.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Kathleen Hurley](https://find.wellspent.co/advisors/kathleen-hurley.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Leslie Klenk](https://find.wellspent.co/advisors/leslie-klenk.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Lisa Demers](https://find.wellspent.co/advisors/lisa-demers.md) | Great Diamond Partners | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Lloyd Hall](https://find.wellspent.co/advisors/lloyd-hall.md) | Samara Financial | Portland, Maine | | Percentage of assets, Hourly | | [Matthew Hanson](https://find.wellspent.co/advisors/matthew-hanson.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Nan Pendleton](https://find.wellspent.co/advisors/nan-pendleton.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Richard Harlow](https://find.wellspent.co/advisors/richard-harlow.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Richard Strabley](https://find.wellspent.co/advisors/richard-strabley.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Samuel Chaplin](https://find.wellspent.co/advisors/samuel-chaplin.md) | Penobscot Financial Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Stephen Poulos](https://find.wellspent.co/advisors/stephen-poulos.md) | Great Diamond Partners | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Thomas Wells](https://find.wellspent.co/advisors/thomas-wells.md) | Portland Global Advisors | Portland, Maine | | Percentage of assets, Fixed fees | | [Tracy Rogers](https://find.wellspent.co/advisors/tracy-rogers.md) | OLD Port Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Wyatt Andreoli](https://find.wellspent.co/advisors/wyatt-andreoli.md) | Great Diamond Partners | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Yelshaday Gebreselassie](https://find.wellspent.co/advisors/yelshaday-gebreselassie.md) | Penobscot Financial Advisors | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).