Headinvest fees and pricing
Financial planner in Portland, Maine. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Headinvest charges a flat or project fee of $3,000-$5,000 and an annual fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$5,000
“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $3,000 to $5,000, depending on the specific arrangement reached with the client.”
- Annual fee
- $10,000/yr
“In addition, there is a minimum fee of $10,000 per year (to be charged quarterly in advance).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Headinvest bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees vary and are negotiable based on size of portfolio, types of assets managed, extent of family relationship and other factors.”
- “Our fees are billed three months in advance, on a quarterly basis, based on the valuation of assets under management at the end of the prior month.”
- “Alternatively, you may elect to be billed for fees incurred.”
How Headinvest’s fees compare
- Its flat or project fee of $3,000-$5,000 spans the Maine median of $4,125. 46% of the 13 other Maine planners that publish a flat or project fee charge less.
- 1 of the 4 other planners in Portland that publish a flat or project fee charge less.
- Its annual fee of $10,000 is above the Maine median of $8,250. 63% of the 8 other Maine planners that publish an annual fee charge less.
- None of the 2 other planners in Portland that publish an annual fee charge less.
About Headinvest
“We offer financial planning services which typically involve providing a variety of advisory services to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
- Firm size: 13 employees.
- Founded: 1989 (37 years).
Planning areas mentioned in the brochure
- Retirement 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
- Highest asset based fee in brochure
- 1.25% a year
- Minimum
- $10,000 minimum fee (stated in brochure)
- Clients
- 423
- Employees
- 13
- Works with
- Individuals, high net worth individuals, charities, and state and local governments
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
- Assets managed
- $891,849,255
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 140518
- Phone
- (207) 773-5333
Can advise clients in 11 states: California, Connecticut, Florida, Louisiana, Massachusetts, Maine, North Carolina, New Hampshire, New York, Pennsylvania, Texas
Other planners in Portland that publish fees
- Bigelow Investment Advisors, LLCPortland$165/mo
- H.m. PaysonPortland$5,000
- Northwater CapitalPortland$200/hr
- Old Port AdvisorsPortland$250/hr, $500-$5,000
- Portland Financial Planning GroupPortland$300/hr, $1,000-$7,500
- R M Davis IncPortland$500/hr, $5,000
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.