AUM
$155.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
508-850-6401
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
66 advisers found
GRP RETIREMENT PLANNING
Farmingdale, ME
AUM
$155.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(207) 622-4494
MAIDEN COVE CAPITAL
Yarmouth, ME
AUM
$153.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-482-3840
BLUE POINT FINANCIAL, INC.
Scarborough, ME
AUM
$152.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
207-883-2009
EAGLE FINANCIAL STRATEGIES
Bangor, ME
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
207-989-5522
STEELE STREET CAPITAL LLC
Kittery, ME
AUM
$140.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
207-475-0060
GIBSON FINANCIAL SOLUTIONS, INC.
Ellsworth, ME
AUM
$133.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
207-667-9993
AUM
$129.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(603) 952-1209
WRIGHT COVE CAPITAL
Portland, ME
AUM
$120.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(207) 400-1392
MAINE ADVISORY ASSOCIATES
Falmouth, ME
AUM
$116.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
207-778-2250
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
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
GUIDANCE POINT RETIREMENT SERVICES, LLC
Portland, ME
AUM
$88.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
207-358-3099
PINE CAPITAL
Portland, ME
AUM
$81.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
207-775-2260
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
SHORELINE CAPITAL CORPORATION
Boothbay Harbor, ME
AUM
$75.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
7812482132
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