Bogue Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Time-based consulting For advice or consulting that isn’t on an assets-based fee, my fee is $300 per hour, counted to a quarterhour.”

Annual fee

$1,000⁠-⁠$3,000/yr

“My typical annual fee for a retainer is between $1,000 and $3,000, and we divide it into payments for three-month periods.”

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

How Bogue Asset Management LLC bills

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

• “That we call this arrangement a retainer does not mean you pay in advance; rather, you pay for a three-month period after the period ends.”
• “Check these carefully to make sure that the amount debited was the correct fee you owed.”

How Bogue Asset Management LLC’s 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 annual fee of $1,000-$3,000 is below the Maine median of $8,250. 25% of the 8 other Maine planners that publish an annual fee charge less.

About Bogue Asset Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 1998 (28 years).

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

Minimum

$250 minimum fee (stated in brochure)

Clients

68

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$92,677,576

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

118985

Website

bogueassetmanagement.com (opens in new tab)

Phone

(207) 646-2478

Can advise clients in 3 states: Maine, New Hampshire, Texas

Other planners in Maine that publish fees

• Ampersand Investment AdvisorsCamden$300/hr, $1,500⁠-⁠$7,500
• 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

Compare all 63 planners in Maine