Flat fee financial advisors in Maine
Flat fee advisors quote one price for a plan or a project. So you know the total before you start.
The median published flat or project fee in Maine is $4,000, from 13 firms that filed as flat fee financial advisors and list a price. The middle half charge $2,625-$5,000. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Flat or project fee | $4,000 | $2,625-$5,000 | 13 firms |
Flat fee financial advisors in Maine and their published fees
13 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Tributaries Financial Planning LLCBiddeford | $150/hr | $250-$5,000 | Not published |
| Old Port AdvisorsPortland | $250/hr | $500-$5,000 | Not published |
| Wealthy With IntentionWinslowNo AUM fee | $250/hr | $500-$5,000 | Not published |
| Portland Financial Planning GroupPortlandNo AUM fee | $300/hr | $1,000-$7,500 | $6,500-$25,000/yr |
| Ampersand Investment AdvisorsCamden | $300/hr | $1,500-$7,500 | Not published |
| Silver Maple Financial, LLCKittery | Not published | $1,500 | Not published |
| BirchbrookBangor | $200/hr | $2,000 | Not published |
| Black Harbor FinancialBoothbay Harbor | $300/hr | $2,500 | Not published |
| Oldfield Wealth PartnersBangor | Not published | $2,500-$25,000 | Not published |
| HeadinvestPortland | Not published | $3,000-$5,000 | $10,000/yr |
| H.m. PaysonPortland | Not published | $5,000 | Not published |
| R M Davis IncPortland | $500/hr | $5,000 | $7,500-$15,000/yr |
| Parzych Financial Planning, LLCSaco | $300/hr | $7,500-$10,000 | Not published |
No firms match these filters.
Also filed as flat fee financial advisors, without a published price (36)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Bigelow Investment Advisors, LLC, Portland
- Black Brook Financial Planning, Gorham
- Blue Point Financial, Inc., Scarborough
- Bogue Asset Management LLC, Wells
- Chess Financial Planning LLC, Springvale
- Educated Investors LLC, Scarborough
- Gibson Financial Solutions, Inc., Ellsworth
- Kirkwood Private, LLC, Scarborough
- Letteney Financial Advisory, LLC, Waldoboro
- Logbook Financial Planning, LLC, Rockport
- O'brien Asset Management, Eliot
- Robinson Smith Wealth Advisors, LLC, South Portland
- Silver Accounting Service Inc. Dba Silver Financial Service, Westbrook
- Birch Point Wealth Management LLC, Rockport
- Capital Resource Advisors LLC., Portland
- Choice Wealth Advisors LLC, Waterville
- Conscious Capital, Scarborough
- Cornerstone Wealth Planning, New Gloucester
- Eagle Financial Strategies, Bangor
- Flying Point Advisors, Freeport
- Freedom Wealth Advisors, LLC, North Yarmouth
- Great Diamond Partners, LLC, Portland
- GRP Retirement Planning, Farmingdale
- Integral Financial Planners, Rockport
- Intent Advice, Inc., Yarmouth
- J.m. Arbour, LLC, Gardiner
- James Heavey Wealth Advisors, LLC, Rockport
- Maiden Cove Capital, Yarmouth
- Northwoods Wealth Management, Boothbay Harbor
- Penobscot Financial Advisors, Portland
- Portland Global Advisors LLC, Portland
- RM Financial Services, LLC, Falmouth
- Schultz Retirement Income Solutions, Inc., Rockland
- Stewardship Financial Plainning, LLC, Readfield
- Strategic Financial Alliance, LLC, Poland
- Warren Financial, LLC, Bangor