PlannerFees

Birchbrook fees and pricing

Financial planner in Bangor, Maine. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 31, 2026, Birchbrook charges $200 an hour and a flat or project fee of $2,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Specialized Consulting Services: $200 per hour for Advisory services. $100 per hour for Paraplanner services.”
Flat or project fee
$2,000
“Initial Financial Plan: $2000.”

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

How Birchbrook bills

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

  • “The above fees are calculated and prorated monthly based on the account market value on the last trading day of the month and paid in arrears.”

How Birchbrook’s fees compare

  • Its hourly rate of $200 is below the Maine median of $250. 17% of the 23 other Maine planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Maine median of $4,125. 8% of the 13 other Maine planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Bangor that publish a flat or project fee charge less.

About Birchbrook

“The firm also provides Financial Planning consulting services making customized recommendations based solely on our clients’ best interests.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Credentials named in the brochure: CFP® and CFA.
  • Registered as an adviser: 1990 (36 years).

Planning areas mentioned in the brochure

  • Estate planning
  • College planning

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
Highest asset based fee in brochure
1.25% a year
Clients
310
Employees
7
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and educational seminars and workshops
Assets managed
$296,464,387
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
105164
Website
birchbrook.com (opens in new tab)
Phone
(207) 990-1117

Can advise clients in 5 states: Florida, Massachusetts, Maine, New York, Texas

Other planners in Bangor that publish fees

Compare all 6 planners in Bangor

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.