OLDFIELD WEALTH PARTNERS
Bangor, ME
AUM
$110.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
207-573-3001
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in ME
45 advisers found
CORNERSTONE WEALTH PLANNING
New Gloucester, ME
AUM
$104.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-376-3160
PORTLAND FINANCIAL PLANNING GROUP
Portland, ME
AUM
$78.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
207-771-8821
SALEM ADVISORY GROUP LLC
Wells, ME
AUM
$76.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
207-641-8332
ATLANTIC COAST FINANCIAL
Kennebunk, ME
AUM
$59.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
207-332-2179
BIRCH POINT WEALTH MANAGEMENT LLC
Rockport, ME
AUM
$41.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(207) 370-4340
AZIMUTH CAPITAL MANAGEMENT, LLC
Winthrop, ME
AUM
$35.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
207-377-2053
AUGUST WEALTH MANAGEMENT
Portland, ME
AUM
$30.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
207-358-3110
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
Rockland, ME
AUM
$28.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(207) 221-2515
WARREN FINANCIAL, LLC
Bangor, ME
AUM
$27.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
207-573-1825
J. MURPHY ASSET AND TAX MANAGEMENT
Westbrook, ME
AUM
$27.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-879-1040
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
603-617-2323
MAINE CENTER FOR WEALTH MANAGEMENT, LLC
Augusta, ME
AUM
$25.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
207-622-7625
NORTHWOODS WEALTH MANAGEMENT
Boothbay Harbor, ME
AUM
$6.0M
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
207-633-4236
STILLWATER INVESTING
Veazie, ME
AUM
$1.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(207) 962-1849
AMPERSAND INVESTMENT ADVISORS
Camden, ME
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-217-0295
NORTHWATER CAPITAL
Portland, ME
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
207-240-2947
CAPITAL WEALTH PLANNING SERVICES
Brunswick, ME
AUM
$50.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
207-459-8584
Full profileNo website
MAINE SECURITIES CORPORATION
Portland,, ME
AUM
$25.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
207-775-0800
Full profileNo website
NEW ENGLAND FINANCIAL SERVICES
Falmouth, ME
AUM
$1.8M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
207-632-2020
Full profileNo website
INTENT ADVICE, INC.
Yarmouth, ME
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
207-550-7174
Full profileNo website
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