Black Brook Financial Planning fees and pricing

Financial planner in Gorham, Maine. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 23, 2026, Black Brook Financial Planning charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $150/hr; “For fees based on hourly charges, clients will be charged an hourly rate of $150.00 per hour with a minimum of 1 hour of billable time.”

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

“Services are billed by the hour, by an agreed upon annual flat fee or fee based.”
“All client fees will be charged in arrears and billed annually.”
“If an account is opened during the year, the beginning balance will be as of the opening date and the fee will be prorated for that year.”

Its hourly rate of $150 is below the Maine median of $250. 4% of the 23 other Maine planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2007 (19 years).

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: 3% a year
Clients: 38
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $39,394,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 143111
Phone: (207) 671-2552

Is something on this page wrong or out of date?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.