Fiduciary advisors in Maine

30registered advisers
30fee-only verified

Maine's 30 SEC-registered fiduciary advisors -- all 30 fee-only -- serve a state with one of the oldest median ages in the country. Retirement income planning and Medicare optimization dominate the advisory conversation here. Portland accounts for the majority of firms.

Cities

Bangor3Bar Harbor1Brunswick1Cape Elizabeth1Ellsworth1Falmouth1Farmingdale1Gardiner1Kittery1Portland14Scarborough1South Portland2Waterville1Yarmouth1

Top advisors

ARIES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #175477
Typical Fee--
AUM$531M
Minimum--
Clients593

BIGELOW INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #143733
Typical Fee1.00%
AUM$555M
Minimum$500
Clients895

BIRCHBROOK

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bangor, MaineCRD #105164
Typical Fee--
AUM$259M
Minimum--
Clients803

BLUE POINT FINANCIAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Scarborough, MaineCRD #299688
Typical Fee--
AUM$113M
Minimum--
Clients476

CHOICE WEALTH ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Waterville, MaineCRD #297745
Typical Fee--
AUM$323M
Minimum--
Clients1,247

CLARK & STUART INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #107991
Typical Fee--
AUM$168M
Minimum--
Clients170

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bar Harbor, MaineCRD #194515
Typical Fee--
AUM$467M
Minimum--
Clients1,254

EAGLE FINANCIAL STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bangor, MaineCRD #138825
Typical Fee--
AUM$130M
Minimum--
Clients497

FOW PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #329051
Typical Fee--
AUM$681M
Minimum--
Clients5

GIBSON FINANCIAL SOLUTIONS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Ellsworth, MaineCRD #117831
Typical Fee--
AUM$125M
Minimum--
Clients428

GREAT DIAMOND PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #299598
Typical Fee--
AUM$613M
Minimum--
Clients1,618

GREENBACKER CAPITAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Portland, MaineCRD #277101
Typical Fee--
AUM$3.4B
Minimum--
Clients7

GRP RETIREMENT PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Farmingdale, MaineCRD #333183
Typical Fee1.70%
AUM$155M
Minimum--
Clients1,972

GUIDANCE POINT RETIREMENT SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #161000
Typical Fee--
AUM$88M
Minimum--
Clients8

H.M. PAYSON

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #2993
Typical Fee--
AUM$8.1B
Minimum--
Clients4,190

HARPSWELL CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Yarmouth, MaineCRD #168996
Typical Fee--
AUM$497M
Minimum--
Clients64

HEADINVEST

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #140518
Typical Fee--
AUM$970M
Minimum--
Clients1,232

J.M. ARBOUR, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Gardiner, MaineCRD #313352
Typical Fee--
AUM$154M
Minimum--
Clients1,310

MAIDEN COVE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Cape Elizabeth, MaineCRD #312478
Typical Fee--
AUM$122M
Minimum--
Clients152

MEANS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bangor, MaineCRD #2748
Typical Fee--
AUM$1.3B
Minimum--
Clients3,302

OLD PORT ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #108228
Typical Fee--
AUM$746M
Minimum--
Clients2,442

OUTFITTER FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brunswick, MaineCRD #291413
Typical Fee--
AUM$157M
Minimum--
Clients69

PENOBSCOT FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #286211
Typical Fee--
AUM$435M
Minimum--
Clients1,925

PORTLAND GLOBAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #109127
Typical Fee--
AUM$1.0B
Minimum--
Clients894

R M DAVIS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #105448
Typical Fee1.00%
AUM$7.3B
Minimum--
Clients5,881

RICHARD BROTHERS, FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Portland, MaineCRD #113826
Typical Fee--
AUM$146M
Minimum--
Clients403

RM FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Falmouth, MaineCRD #304297
Typical Fee0.50%
AUM$221M
Minimum--
Clients993

ROBINSON SMITH WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
South Portland, MaineCRD #123098
Typical Fee--
AUM$445M
Minimum--
Clients903

STEELE STREET CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Kittery, MaineCRD #331520
Typical Fee--
AUM$102M
Minimum--
Clients246

WRIGHT COVE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Portland, MaineCRD #307252
Typical Fee--
AUM$121M
Minimum--
Clients82
Fiduciary Financial Advisors in Maine | FiduciaryListings