Ampersand Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Plan Sponsor and the Advisor may agree, from time to time, that the Advisor be compensated for additional non-investment related duties outside the normal scope of this Agreement on an hourly basis of $300 per hour.”

Flat or project fee

$1,500⁠-⁠$7,500

“Ampersand will charge a fixed fee for comprehensive financial planning services in the range of $1,500 to $7,500 per plan as negotiated and contracted for with client in advance, based at the discretion of the Advisor.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Ampersand Investment Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Pursuant to an investment advisory contract, the client will pay Ampersand an annual management fee, payable quarterly in arrears, based on the value of portfolio assets of the account on the last business day of the quarter.”
• “New account fees will be prorated from the inception of the account to the end of the first quarter.”
• “The consulting fee in the first quarter of the Agreement shall be prorated from the inception date to the end of the quarter.”

How Ampersand Investment Advisors’ fees compare

• Its hourly rate of $300 is above the Maine median of $250. 70% of the 23 other Maine planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$7,500 spans the Maine median of $4,125. 62% of the 13 other Maine planners that publish a flat or project fee charge less.

About Ampersand Investment Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

341724

Website

amperinvestment.com (opens in new tab)

Phone

(207) 217-0295

Other planners in Maine that publish fees

• Bigelow Investment Advisors, LLCPortland$165/mo
• BirchbrookBangor$200/hr, $2,000
• Black Brook Financial PlanningGorham$150/hr
• Black Harbor FinancialBoothbay Harbor$300/hr, $2,500
• Blue Point Financial, Inc.Scarborough$250/hr, $1,000/yr
• Bogue Asset Management LLCWells$300/hr, $1,000⁠-⁠$3,000/yr

Compare all 63 planners in Maine