Financial advisors for tax planning in Maine
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.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Chris Cortese Logbook Financial Planning, LLC, Rockport Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Sara Casale Cornerstone Financial Planning, LLC, Portland Holds the CFP. Fees on file: percentage of assets.
- Chad Kelley Means Wealth Management, Bangor Holds the CFP. Fees on file: percentage of assets, flat fee or retainer.
- Brie Pio Birch Point Wealth Management LLC, Rockport Holds the CFP. Fees on file: percentage of assets.
- Kyle Goupille Oldfield Wealth Partners, Bangor Holds the CFP. Fees on file: percentage of assets, fixed fees.
- 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.
- CFP24% in Maine
- 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.
Dark bars are Maine. Light bars are all US advisors for tax planning.
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.
All 25 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 |
| Chad Kelley | Means Wealth Management | Bangor | CFP | Percentage of assets, Flat fee or retainer |
| Alexander Briggs | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Kyle Goupille | Oldfield Wealth Partners | Bangor | CFP | Percentage of assets, Fixed fees |
| Karen Oeser | Means Wealth Management | Bangor | CFA | Percentage of assets, Flat fee or retainer |
| Michael Perna | Flying Point Advisors | Freeport | CFA | 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 |
| Chase Guerrette | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| 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 |
| Nathan Freeman | Oldfield Wealth Partners | Bangor | Not listed | Percentage of assets, Fixed fees |
| 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 |
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