PlannerFees

H.m. Payson fees and pricing

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

According to its Form ADV Part 2A brochure dated March 31, 2026, H.m. Payson charges a flat or project fee of $5,000 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.

Flat or project fee
$5,000
“For clients who are seeking a full wealth management review, the fee is $5,000 for the initial review and plan, and $1,000 for annual updates.”

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

How H.m. Payson bills

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

  • “Fees are computed as a percentage of the market value of the assets under management and include cash, cash equivalents, money market funds or other mutual funds and are assessed monthly in arrears.”
  • “Fees are computed as a percentage of the market value of the assets under management and include cash, cash equivalents, money market funds or other mutual funds and are assessed monthly in arrears.”
  • “Fees are charged monthly in arrears and are based upon end of month market value.”

How H.m. Payson’s fees compare

  • Its flat or project fee of $5,000 is above the Maine median of $4,125. 69% of the 13 other Maine planners that publish a flat or project fee charge less.
  • 3 of the 4 other planners in Portland that publish a flat or project fee charge less.

About H.m. Payson

“To individuals and families, we offer comprehensive wealth management solutions; to institutions, we bring in‐depth management and investment policy guidance.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 34 employees.
  • Registered as an adviser: 1966 (60 years).

Planning areas mentioned in the brochure

  • Estate planning

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$10,000 minimum fee (stated in brochure)
Clients
3,961
Employees
34
Works with
Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, pension consulting, newsletters and publications, and educational seminars and workshops
Assets managed
$9,089,039,931
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
2993
Website
hmpayson.com (opens in new tab)
Phone
(207) 772-3761

Can advise clients in 40 states: Alaska, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Massachusetts, Maryland, Maine, Michigan, Minnesota, Mississippi, Montana, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Vermont, Washington, Wisconsin, Wyoming

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