# Financial advisors for estate planning in Maine > For estate planning in Maine, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Sara Casale of Cornerstone Financial Planning, LLC, Brie Pio of Birch Point Wealth Management LLC and Chad Kelley of Means Wealth Management. Page: https://find.wellspent.co/specialties/estate-planning/maine/ 28 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Maine? For estate planning in Maine, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Sara Casale of Cornerstone Financial Planning, LLC, Brie Pio of Birch Point Wealth Management LLC and Chad Kelley of Means Wealth Management. - [Sara Casale](https://find.wellspent.co/advisors/sara-casale/), Cornerstone Financial Planning, LLC, Portland. Holds the CFP. Fees on file: percentage of assets. - [Brie Pio](https://find.wellspent.co/advisors/brie-pio/), Birch Point Wealth Management LLC, Rockport. Holds the CFP. Fees on file: percentage of assets. - [Chad Kelley](https://find.wellspent.co/advisors/chad-kelley/), Means Wealth Management, Bangor. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [Alexander Briggs](https://find.wellspent.co/advisors/alexander-briggs/), Oldfield Wealth Partners, Bangor. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Scott Whytock](https://find.wellspent.co/advisors/scott-whytock/), August Wealth Management, Portland. Holds the CFP. Fees on file: percentage of assets, hourly. - [Odette Thurston](https://find.wellspent.co/advisors/odette-thurston/), HeadInvest, Portland. Fees on file: percentage of assets, hourly. ## How many fee-only financial advisors in Maine work on estate planning? The Wellspent public graph lists 28 fee-only advisors for estate planning in Maine, at 8 firms. We counted every advisor record that lists this work, as of October 2026. ## Where are fee-only advisors for estate planning in Maine located? Of the 28 fee-only advisors for estate planning in Maine, 14 are in Portland, followed by 13 in Bangor and 1 in Rockport. ## How do fee-only advisors for estate planning in Maine charge? The most common fee among fee-only advisors for estate planning in Maine is a percentage of assets, used by 100% of the 28 with fees on file. Many use more than one: 39% charge fixed fees and 32% charge a flat fee or retainer. ## What credentials should a financial advisor for estate planning have? For estate planning, look for the CFP. In Maine, 21% of the 28 advisors listed hold the CFP. - CFP (21% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. ## How do Maine advisors for estate planning compare with the rest of the US? 32% of fee-only advisors for estate planning in Maine charge a flat fee or retainer, compared with 7% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Maine have an estate tax? Yes. Maine has its own estate tax, separate from the federal one, and its threshold can be lower. ## What should I ask a financial advisor about estate planning in Maine? - Do you review my beneficiary designations and account titling? - Which estate attorneys do you work with, and how do you split the work? - How would you plan around the state rules that apply to me? - How often will we revisit the plan? - How would you plan for Maine's estate tax as well as the federal one? ## How current is this list of fee-only advisors for estate planning in Maine? 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 | |---|---|---|---|---| | [Brie Pio](https://find.wellspent.co/advisors/brie-pio.md) | Birch Point Wealth Management LLC | Rockport, Maine | CFP, MBA | Percentage of assets | | [Sara Casale](https://find.wellspent.co/advisors/sara-casale.md) | Cornerstone Financial Planning, LLC | Portland, Maine | CFP, BS, MBA | Percentage of assets | | [Chad Kelley](https://find.wellspent.co/advisors/chad-kelley.md) | Means Wealth Management | Bangor, Maine | CFP | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Alexander Briggs](https://find.wellspent.co/advisors/alexander-briggs.md) | Oldfield Wealth Partners | Bangor, Maine | CFP | Percentage of assets, Fixed fees | | [Kyle Goupille](https://find.wellspent.co/advisors/kyle-goupille.md) | Oldfield Wealth Partners | Bangor, Maine | CFP | Percentage of assets, Fixed fees | | [Karen Oeser](https://find.wellspent.co/advisors/karen-oeser.md) | Means Wealth Management | Bangor, Maine | CFA | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Scott Whytock](https://find.wellspent.co/advisors/scott-whytock.md) | August Wealth Management | Portland, Maine | CFP | Percentage of assets, Hourly | | [Alexander Means](https://find.wellspent.co/advisors/alexander-means.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Eric Baker](https://find.wellspent.co/advisors/eric-baker.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Erin Barry](https://find.wellspent.co/advisors/erin-barry.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [John Dudley](https://find.wellspent.co/advisors/john-dudley.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Jonathan Cottrell](https://find.wellspent.co/advisors/jonathan-cottrell.md) | Mascoma Wealth Management | Portland, Maine | | Percentage of assets | | [Stacey Young](https://find.wellspent.co/advisors/stacey-young.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Thomas Herlihy](https://find.wellspent.co/advisors/thomas-herlihy.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Zachary Means](https://find.wellspent.co/advisors/zachary-means.md) | Means Wealth Management | Bangor, Maine | | Percentage of assets, Flat fee or retainer, One-time planning fee | | [Benjamin Clark](https://find.wellspent.co/advisors/benjamin-clark.md) | HeadInvest | Portland, Maine | | Percentage of assets, Hourly, Fixed fees | | [Chase Guerrette](https://find.wellspent.co/advisors/chase-guerrette.md) | Oldfield Wealth Partners | Bangor, Maine | | Percentage of assets, 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 | | [Nathan Freeman](https://find.wellspent.co/advisors/nathan-freeman.md) | Oldfield Wealth Partners | Bangor, Maine | | Percentage of assets, 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 | ## Related - [Retirement planning in Maine](https://find.wellspent.co/specialties/retirement-planning/maine.md) - [Tax planning in Maine](https://find.wellspent.co/specialties/tax-planning/maine.md) ## 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).