Azimuth Capital Management, LLC fees
Financial planner in Winthrop, Maine. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 16, 2026, Azimuth Capital Management, LLC (Winthrop, ME) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change.
- Hourly rate
- $200/hr
Matches the Maine median of $200; 4 of the 18 other planners in Maine that publish an hourly rate charge less.
“ACM offers financial planning or consulting services on an hourly basis at a rate of $200 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- The brochure says there is no minimum
- Team size
- Solo practice (one employee)
- Registered since
- 2012 (14 years)
How Azimuth Capital Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears pursuant to the terms of the Investment Advisory Agreement.”
- “Fees may be negotiable at the discretion of the Adviser.”
- “In the event that a client should wish to cancel the financial planning agreement under which any plan is being created, the client shall be billed for actual hours logged on the planning project times the agreed upon hourly rate.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees and a percentage of assets under management
- Clients
- 82
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $35.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 16, 2026
- CRD number
- 165740 (opens in new tab)
- Phone
- (207) 377-2053
More planners in Maine that publish fees
- Educated Investors LLCScarboroughHourly $180/hr, Monthly from $90/mo
- Silver Maple Financial, LLCKitteryFlat $1,500
- HeadinvestPortlandFlat $3,000-$5,000
- O'Brien Asset ManagementEliotHourly $200/hr
- Bigelow Investment Advisors, LLCPortlandMonthly $165/mo
- Portland Financial Planning GroupPortlandHourly $300/hr, Flat $1,000-$7,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.