Fee-only financial advisors in Portland, Maine
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brian Dietz Portland Financial Planning Group, LLC Holds the CFP and CFA. Fees on file: percentage of assets, ongoing planning fee.
- James Bradley Penobscot Financial Advisors Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Sara Casale Cornerstone Financial Planning, LLC Holds the CFP. Fees on file: percentage of assets.
- Jeffrey Bogue Bogue Asset Management Holds the CFP. Fees on file: hourly, one-time planning fee.
- Andrew Scott Great Diamond Partners Holds the CFP. Fees on file: percentage of assets, hourly.
- Scott Whytock August Wealth Management Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 59
- Firms
- 16
- Hold the CFP
- 27%
- Other credentials: CFA 7% · ChFC 2%
- How they charge (of 59 with fees on file): percentage of assets 98% · fixed fees 78% · hourly 61% · ongoing planning fee 3%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Portland by what you need
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Questions about fee-only advisors in Portland
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.
All 59 advisors in Portland
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Sara Casale | Cornerstone Financial Planning, LLC | Portland | CFP, BS, MBA | Percentage of assets |
| 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 |
| Scott Whytock | August Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Jonathan Cottrell | Mascoma Wealth Management | Portland | Not listed | Percentage of assets |
| Benjamin Clark | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Donna McConnell | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Kenneth Blaschke | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Matthew Civello | HeadInvest | Portland | Not listed | Percentage of assets, Hourly |
| Odette Thurston | HeadInvest | Portland | Not listed | 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 |
| Jason Viola | Aries Wealth Management | Portland | Not listed | Percentage of assets |
| Timothy Woodhouse | Aries Wealth Management | Portland | Not listed | Percentage of assets |
| Victoria Morin | Aries Wealth Management | Portland | Not listed | 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 |
| Helen Andreoli | Great Diamond Partners | Portland | CFP | Percentage of assets, Hourly |
| James Bradley | Penobscot Financial Advisors | Portland | CFP, CFA | Percentage of assets, Hourly |
| 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 |
| 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 |
| Dylan Frank | OLD Port Advisors | Portland | CFA | Percentage of assets, Hourly |
| Lawrence Bowlan | OLD Port Advisors | Portland | ChFC | Percentage of assets, Hourly |
| Anna McKersie | Portland Global Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| Ben Daigle | OLD Port Advisors | Portland | Not listed | Percentage of assets, Hourly |
| Brady Gingrich | Altrius Capital Management | Portland | Not listed | Percentage of assets |
| Courtney Walsh | Portland Global Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
| 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 |
| 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 |
| 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 |
| Jason Foster | OLD Port Advisors | Portland | Not listed | Percentage of assets, Hourly |
| 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 |
| 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 Hanson | Portland Global Advisors | Portland | Not listed | Percentage of assets, Fixed fees |
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