Educated Investors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$180/hr

“Upon cancelling the agreement prior to the end of an agreement year, the client will pay $180/hour for services provided during the agreement year, or the full value of the annual agreement, whichever is less.”

Monthly fee

$90/mo

“Clients who contract for this plan will be charged an annual fee for ongoing services, which can be paid monthly, starting at $90 per month for a single person, $110 for a couple, and $140 for retirees, due Disclosure Brochure, Educated Investors LLC, March 1, 2026 5 at the end of each month, with the first payment…”

Annual fee

$1,700/yr

“with a minimum annual fee of $1700.”

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

How Educated Investors LLC bills

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

• “The fee is an annualized and is billed at the end of each month based on the daily average value of the client’s account(s) over the course of the month.”
• “The total fee will be identified prior to the delivery of services and is negotiable. $180 of this fee will be due upon the signing of a client agreement.”

How Educated Investors LLC’s fees compare

• Its hourly rate of $180 is below the Maine median of $250. 13% of the 23 other Maine planners that publish an hourly rate charge less.
• None of the 2 other planners in Scarborough that publish an hourly rate charge less.
• Its annual fee of $1,700 is below the Maine median of $8,250. 13% of the 8 other Maine planners that publish an annual fee charge less.

About Educated Investors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Tax 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

Minimum

$1,700 minimum fee (stated in brochure)

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$1,775,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327581

Website

educatedinvestors.org (opens in new tab)

Phone

(207) 370-8702

Other planners in Scarborough that publish fees

• Blue Point Financial, Inc.Scarborough$250/hr, $1,000/yr
• Kirkwood Private, LLCScarborough$400⁠-⁠$825/hr
• 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

Compare all 4 planners in Scarborough