Maine Center for Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“MCWM charges an hourly fee of $250.00 for financial planning services and the fee will be negotiated and agreed upon by the parties in advance.”

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

How Maine Center for Wealth Management, LLC bills

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

• “Advisory fees are charged in arrears and assessed monthly and are calculated as a percentage of the market value of the assets as of the close of the last trading day of the month.”
• “The firm will also send a quarterly invoice to the client outlining the fee calculation, the time period covered, and the amount withdrawn from the client account.”
• “Clients may decide whether they prefer advisory fees to be withdrawn from their account values or whether they prefer to be billed directly for the advisory fees on a monthly basis.”

How Maine Center for Wealth Management, 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 Maine Center for Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

Planning areas mentioned in the brochure

• Estate planning

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

61

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$25,433,207

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

173884

Website

mcwm-advisors.com (opens in new tab)

Phone

(207) 622-7625

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