Financial advisors for retirement planning in Maine
Which financial advisor should I talk to about retirement planning in Maine?
For retirement planning in Maine, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Sara Casale of Cornerstone Financial Planning, LLC, Brie Pio of Birch Point Wealth Management LLC and Chris Cortese of Logbook Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Sara Casale Cornerstone Financial Planning, LLC, Portland Holds the CFP. Fees on file: percentage of assets.
- Brie Pio Birch Point Wealth Management LLC, Rockport Holds the CFP. Fees on file: percentage of assets.
- Chris Cortese Logbook Financial Planning, LLC, Rockport Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Jeffrey Bogue Bogue Asset Management, Portland Holds the CFP. Fees on file: hourly, one-time planning fee.
- Chad Kelley Means Wealth Management, Bangor Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Scott Whytock August Wealth Management, Portland Holds the CFP. Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Maine work on retirement planning?
The Wellspent public graph lists 26 fee-only advisors for retirement planning in Maine, at 12 firms. We counted every advisor record that lists this work, as of November 2026.
Where are fee-only advisors for retirement planning in Maine located?
Of the 26 fee-only advisors for retirement planning in Maine, 11 are in Portland, followed by 9 in Bangor and 2 in Rockport.
Plus 2 in other cities.
How do fee-only advisors for retirement planning in Maine charge?
The most common fee among fee-only advisors for retirement planning in Maine is a percentage of assets, used by 92% of the 26 with fees on file. Many use more than one: 50% charge a one-time planning fee and 50% charge by the hour.
What credentials should a financial advisor for retirement planning have?
For retirement planning, look for the CFP. In Maine, 23% of the 26 advisors listed hold the CFP.
- CFP23% in Maine
- The CFP covers income, tax, insurance, and estate decisions together.
How do Maine advisors for retirement planning compare with the rest of the US?
50% of fee-only advisors for retirement planning in Maine charge a one-time planning fee, compared with 12% of the 7,304 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Maine. Light bars are all US advisors for retirement planning.
Does Maine tax Social Security?
No. Maine doesn't tax Social Security. Its treatment of IRA withdrawals and pensions has its own rules, so ask to see them in your plan.
What should I ask a financial advisor about retirement planning in Maine?
- How do you decide which accounts I draw from first?
- When would you have me claim Social Security, and why?
- How do you handle a bad market in my first years of retirement?
- Will you run Roth conversion scenarios for me each year?
- How does Maine tax each source of my retirement income?
How current is this list of fee-only advisors for retirement 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.
All 26 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Brie Pio | Birch Point Wealth Management LLC | Rockport | CFP, MBA | Percentage of assets |
| Sara Casale | Cornerstone Financial Planning, LLC | Portland | CFP, BS, MBA | Percentage of assets |
| Chris Cortese | Logbook Financial Planning, LLC | Rockport | CFP | Percentage of assets, One-time planning fee |
| Jeffrey Bogue | Bogue Asset Management | Portland | BS, CFP | Hourly, One-time planning fee |
| Sage Duguay Advice-only planning for women in STEM weighing career changes, maternity leave or sabbaticals on the way to financial independence. | Wealthy With Intention | Winslow | Not listed | Subscription, One-time planning fee |
| Chad Kelley | Means Wealth Management | Bangor | CFP | Percentage of assets, Flat fee or retainer |
| Karen Oeser | Means Wealth Management | Bangor | CFA | Percentage of assets, Flat fee or retainer |
| Scott Whytock | August Wealth Management | Portland | CFP | Percentage of assets, Hourly |
| Alexander Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Eric Baker | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Erin Barry | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| John Dudley | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Jonathan Cottrell | Mascoma Wealth Management | Portland | Not listed | Percentage of assets |
| Stacey Young | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Thomas Herlihy | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| Zachary Means | Means Wealth Management | Bangor | Not listed | Percentage of assets, Flat fee or retainer |
| 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 |
| Thad Ackerman | Silver Maple Financial | Kittery | Not listed | Percentage of assets, Flat fee or retainer |
| Jennifer Arps | Atlantic Coast Financial | Kennebunk | Not listed | Percentage of assets, Hourly |
| Matthew Daigneault | Dirigo Financial | North Berwick | Not listed | Percentage of assets, Hourly |
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