Means Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$15,000⁠–⁠$50,000

“Exit planning fees typically range from approximately $15,000 to $50,000, depending on the scope and complexity of the engagement.”

Annual fee

$15,000/yr

“Financial Planning-Only Annual Fee: $15,000 Exit Planning Services As disclosed in Item 4 – Advisory Business, Means Wealth offers exit planning services to business‑owner clients.”

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

How Means Wealth Management's fees compare

• Its flat or project fee of $15,000–$50,000 is above the Maine median of $4,125. 100% of the 13 other Maine planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Bangor that publish a flat or project fee charge less.
• Its annual fee of $15,000 is above the Maine median of $8,250. 88% of the 8 other Maine planners that publish an annual fee charge less.

From the firm's Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Highest asset-based fee in brochure

2% a year

Charges a % of assets

Yes

Individual clients

1,302

Employees

24

Assets managed

$1,594,606,299

Disciplinary disclosures

None reported

SEC CRD number

2748

Website

youtube.com/user/meanswealthmanagemen (opens in new tab)

Phone

1-207-947-6763

Other planners in Bangor that publish fees

• BirchbrookBangor$200/hr, $2,000
• Oldfield Wealth PartnersBangor$2,500⁠–⁠$25,000
• Thibeau Financial Consulting, LLCBangor$100/hr
• Ampersand Investment AdvisorsCamden$300/hr, $1,500⁠–⁠$7,500
• Bigelow Investment Advisors, LLCPortland$165/mo
• Black Brook Financial PlanningGorham$150/hr

Compare all 6 planners in Bangor