Chess Financial Planning LLC fees and pricing
Financial planner in Springvale, Maine. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 5, 2026, Chess Financial Planning LLC charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Fee: ● Hourly rate $250 per hour ● Hours are negotiable ● Rate is not ● Hours are agreed upon in advance. ● Each part of a larger project will be broken down into (4) hour blocks or less ● Work, and billing for one project/or part of, will be completed before the next part starts ● The service we are…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Chess Financial Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This is the type of engagement that we would agree in advance on an amount of time, and the rate is standard.”
- “The fee is negotiable: ● The client can at any time run that same query to check if the price is still fair. ● The client does not have to run the query.”
- “The fee for these investments: ● Will be paid by the client. ● Will be agreed upon in advance. ● Chess is not affiliated with any sponsors, or qualified intermediaries. ● Chess does not share compensation.”
How Chess Financial Planning LLC’s fees compare
- Its hourly rate of $250 matches the Maine median of $250. 35% of the 23 other Maine planners that publish an hourly rate charge less.
About Chess Financial Planning LLC
“Chess Financial Planning LLC, was operating as a DBA, registered to sell securities and provide advisory services through Independent Financial Group (IFG), previous to this iteration that has been in place since 2018.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Business owners
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% a year
- Clients
- 37
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $13,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292777
- Phone
- (207) 432-4552
Can advise clients in 1 state: California
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
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.