# Financial advisors for tax planning in Maine > For tax planning in Maine, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Chris Cortese of Logbook Financial Planning, LLC, Sara Casale of Cornerstone Financial Planning, LLC and Chad Kelley of Means Wealth Management. Page: https://find.wellspent.co/specialties/tax-planning/maine/ 25 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 tax planning in Maine? For tax planning in Maine, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Chris Cortese of Logbook Financial Planning, LLC, Sara Casale of Cornerstone Financial Planning, LLC and Chad Kelley of Means Wealth Management. - [Chris Cortese](https://find.wellspent.co/advisors/chris-cortese/), Logbook Financial Planning, LLC, Rockport. Holds the CFP. Fees on file: percentage of assets, one-time planning fee. - [Sara Casale](https://find.wellspent.co/advisors/sara-casale/), Cornerstone Financial Planning, LLC, Portland. 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. - [Brie Pio](https://find.wellspent.co/advisors/brie-pio/), Birch Point Wealth Management LLC, Rockport. Holds the CFP. Fees on file: percentage of assets. - [Kyle Goupille](https://find.wellspent.co/advisors/kyle-goupille/), Oldfield Wealth Partners, Bangor. Holds the CFP. Fees on file: percentage of assets, fixed fees. - [Michael Perna](https://find.wellspent.co/advisors/michael-perna/), Flying Point Advisors, Freeport. Fees on file: hourly. ## How many fee-only financial advisors in Maine work on tax planning? The Wellspent public graph lists 25 fee-only advisors for tax 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 tax planning in Maine located? Of the 25 fee-only advisors for tax planning in Maine, 13 are in Bangor, followed by 9 in Portland and 2 in Rockport. ## How do fee-only advisors for tax planning in Maine charge? The most common fee among fee-only advisors for tax planning in Maine is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 44% charge fixed fees and 40% charge a one-time planning fee. ## What credentials should a financial advisor for tax planning have? For tax planning, look for the CFP. In Maine, 24% of the 25 advisors listed hold the CFP. - CFP (24% of advisors listed): The CFP connects tax decisions to the rest of the plan. ## How do Maine advisors for tax planning compare with the rest of the US? 40% of fee-only advisors for tax planning in Maine charge a one-time planning fee, compared with 12% of the 5,860 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## 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. ## What should I ask a financial advisor about tax planning in Maine? - Do you prepare my return, or coordinate with my preparer? - Will you give me a written multi-year tax projection? - What tax decisions would you want to make with me before year end? - How do you weigh tax savings against investment risk? - How will you plan for Maine tax alongside federal tax? ## How current is this list of fee-only advisors for tax 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 | | [Chris Cortese](https://find.wellspent.co/advisors/chris-cortese.md) | Logbook Financial Planning, LLC | Rockport, Maine | CFP | Percentage of assets, One-time planning fee, Ongoing planning fee | | [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 | | [Michael Perna](https://find.wellspent.co/advisors/michael-perna.md) | Flying Point Advisors | Freeport, Maine | CFA | 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 | ## Related - [Estate planning in Maine](https://find.wellspent.co/specialties/estate-planning/maine.md) - [Retirement planning in Maine](https://find.wellspent.co/specialties/retirement-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).