Bigelow Investment Advisors, LLC fees and pricing
Financial planner in Portland, Maine. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 23, 2026, Bigelow Investment Advisors, LLC charges a monthly fee of $165 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $165/mo
“Basic fee for stand-alone financial planning services is billed at $165 per month on a 12-month contract. 3 Bigelow Investment Advisors Form ADV Part 2A Brochure IARD/CRD No: 143733 SEC File No.: 801- 67875 02/23/2026”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Bigelow Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for retirement accounts or other qualified retirement plans may be billed for services or deducted from the managed accounts.”
- “We expect our clients to pay their invoices for services rendered promptly, but in any event within 30 days.”
- “If a client joins the firm during a calendar quarter, fees will be charged in arrears for those months prior to the next calendar quarter in which advisory services were provided.”
About Bigelow Investment Advisors, LLC
“Bigelow offers financial planning advice to clients as part of the firm’s overall investment advisory services. Bigelow does offer financial planning services as a separate, stand-alone service.”
- Firm size: 8 employees.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 314
- Employees
- 8
- Works with
- Individuals, high net worth individuals, banks, pension and profit sharing plans, charities, and other investment advisers
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $555,188,616
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 143733
- Phone
- (207) 772-2900
Can advise clients in 9 states: California, Florida, Massachusetts, Maine, New Hampshire, New Jersey, New York, Texas, Virginia
Other planners in Portland that publish fees
- H.m. PaysonPortland$5,000
- HeadinvestPortland$3,000-$5,000, $10,000/yr
- Northwater CapitalPortland$200/hr
- Old Port AdvisorsPortland$250/hr, $500-$5,000
- Portland Financial Planning GroupPortland$300/hr, $1,000-$7,500
- R M Davis IncPortland$500/hr, $5,000
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.